MARILYN S BROAD FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARILYN S BROAD FOUNDATION INC (EIN 52-2260304)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-03-14
- IRS object ID
- 202100739349100700
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-14T13:23:01-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522260304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARILYN S BROAD FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | c/o Greenbaum Rowe Smith & Davis LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DANIEL SERVISS | InCareOfNm |
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 7328556011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 LIVINGSTON AVENUE | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL SERVISS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7328556011 | PhoneNum |
| Signature | 2021-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marla Esan | PreparerPersonNm |
| PTIN | P00367254 | PTIN |
| Phone | 2124855500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,079,205 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,193 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,193 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $155,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,931 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,162 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,162 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,499 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,249 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,127 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $15,491 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,491 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,625 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,465 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,447 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,875 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,678 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,678 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,785,994 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,821,230 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,047,734 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,332 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,793 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,793 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,846,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,852,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,079,205 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,846,201 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,852,701 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,846,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,852,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,846,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,852,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,846,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,500 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,852,701 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,852,701 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SUMMIT #1056: LARGE CAP GROWTH FUND | P | $47,892 | $33,413 | $14,479 | $14,479 |
| SUMMIT #1056: LARGE CAP VALUE FUND | P | $3,690 | $2,961 | $729 | $729 |
| SUMMITT #1056: SMALL CAP VALUE FUND | P | $607 | $552 | $55 | $55 |
| SUMMIT #1056: SMALL CAP GROWTH FUND | P | $664 | $321 | $343 | $343 |
| SUMMIT #1056: INTERNATIONAL EQUITY FUND | P | $2,482 | $1,705 | $777 | $777 |
| SUMMIT #1056: CORE FIXED INCOME FUND | P | $71,837 | $65,680 | $6,157 | $6,157 |
| SUMMIT #1056: HIGH YIELD BOND FUND | P | $1,772 | $1,870 | -$98 | -$98 |
| SUMMIT #1056: EMERGING MKTS EQUITY FUND | P | $1,222 | $1,221 | $1 | $1 |
| SUMMIT #1056: INTERNATIONAL FIXED INCOME FUND | P | $2,664 | $2,605 | $59 | $59 |
| SUMMIT #1056: EMERGING MKTS EQUITY FUND | P | $1,752 | $1,793 | -$41 | -$41 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,931 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,637 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,044,841 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060463 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,854 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,121,425 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.023029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $148,927 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,147,091 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069362 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $118,595 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,163,178 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054824 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $187,740 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,378,203 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078942 | DistributionYr5Rt |
| Total Distribution | 0.28662 | TotalDistributionRt |
| Average Distribution | 0.057324 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,034,916 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $116,650 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $724 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $117,374 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,820 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,449 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,449 | SubtotalAmt |
| Tax Based On Investment Income | $1,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $651 | OverpaymentAmt |
| Applied To ES Tax | $651 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL SERVISS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9735771774 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GREENBAUM ROWE 75 LIVINGSTON A | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHAN SERVISS | ||||||||
| 75 LIVINGSTON AVENUE | ROSELAND | NJ | 07068 | SECRETARY & DIRECTOR | 1.0 | $0 | $0 | $0 |
| DANIEL SERVISS | ||||||||
| 75 LIVINGSTON AVENUE | ROSELAND | NJ | 07068 | PRES., TREASURER & DIRECTOR | 10.0 | $30,000 | $0 | $0 |
| EMILY SERVISS | ||||||||
| 75 LIVINGSTON AVENUE | ROSELAND | NJ | 07068 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,026,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,065,905 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,065,905 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,034,916 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,449 | TotalTaxAmt |
| Distributable Before Adj | $100,297 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,297 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,297 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $64,820 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $64,820 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,297 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,804 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,986 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,410 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $23,422 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $149,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $64,820 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,477 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,477 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $114,145 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $35,327 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,986 | ExcessFromYear4Amt |
| Excess From Year3 | $42,410 | ExcessFromYear3Amt |
| Excess From Year1 | $23,422 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| women and youth supporting each other | |||||||
| Po box 191594 | atlanta | GA | 311191594 | none | PC | GENERAL SUPPORT | $20,000 |
| JFK JOHNSON REHABILITATION CENTER | |||||||
| 65 JAMES STREET | EDISON | NJ | 08820 | NONE | PC | GENERAL SUPPORT | $1,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,920 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,193 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $108,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,162 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,499 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,249 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SUMMIT EQ: DOMESTIC EQUITIES | AT COST | $472,308 | $593,544 |
| SUMMIT EQ: FIXED INCOME | AT COST | $1,134,531 | $1,199,970 |
| SUMMIT EQ: INTERNATIONAL EQ | AT COST | $123,789 | $165,663 |
| SUMMIT EQ: EMERGING MARKET EQ | AT COST | $90,602 | $88,557 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,332 | BOYBookValueAmt |
| EOY Book Value | $1,793 | EOYBookValueAmt |
| EOYFMV | $1,793 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $24,465 | $24,465 | |
| INTERNET | $4,160 | $4,160 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $1,127 | Amt |