MORRIS AND CHARLOTTE TANENBAUM FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS AND CHARLOTTE TANENBAUM FAMILY FOUNDATION INC (EIN 22-3548832)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202101349349100745
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T18:57:24-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222137060 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AJ SANTYE & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 E MAIN STREET | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223548832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS & CHARLOTTE TANENBAUM FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 9738200019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 BROOKLYN BOULEVARD | AddressLine1Txt |
| City | SEA GIRT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A TANENBAUM | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | TANNENBAUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J DOOLEY CPA | PreparerPersonNm |
| PTIN | P00433604 | PTIN |
| Phone | 9087041400 | PhoneNum |
| Preparation | 2021-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,808,376 | 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 | $550,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,261 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $609,213 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,213 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,856 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,856 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $482,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,807 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,231 | CashBOYAmt |
| Cash EOY | $93,457 | CashEOYAmt |
| Cash EOYFMV | $93,457 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $51,577 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,342 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $911,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,444,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,755,588 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $695,741 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $721,805 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $905,989 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,726,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,312,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,808,376 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,726,764 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,312,806 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,726,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,312,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,726,764 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,312,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,726,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $482,982 | ExcessRevenueOverExpensesAmt |
| Other Increases | $103,060 | OtherIncreasesAmt |
| Subtotal | $2,312,806 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,312,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,261 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $790 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $790 | SubtotalAmt |
| Tax Based On Investment Income | $790 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $520 | TotalPaymentsAndCreditsAmt |
| Tax Due | $270 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | NJ | 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 |
| Individual With Books | MICHAEL A TANENBAUM | IndividualWithBooksNm |
| Phone | 9738200019 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 BROOKLYN BLVD | AddressLine1Txt |
| City | SEA GIRT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08750 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| MORRIS TANENBAUM | ||||||||
| 74 FALMOUTH STREET | SHORT HILLS | NJ | 07078 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| CHARLOTTE TANENBAUM | ||||||||
| 74 FALMOUTH STREET | SHORT HILLS | NJ | 07078 | VICE PRESIDE | 0.50 | $0 | $0 | $0 |
| MICHAEL A TANENBAUM | ||||||||
| 319 BROOKLYN BLVD | SEA GIRT | NJ | 08750 | TREASURER | 0.50 | $0 | $0 | $0 |
| ROBIN B TANENBAUM | ||||||||
| 47 TIMBERLINE DRIVE | POUGHKEEPSIE | NY | 12603 | SECRETARY | 0.50 | $0 | $0 | $0 |
| BENJAMIN POLLAK | ||||||||
| 47 TIMBERLINE DRIVE | POUGHKEEPSIE | NY | 12603 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| EMILY JACOBS | ||||||||
| 4105 SANDALWOOD LANE | SPRING | TX | 77386 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KATHRYN TANENBAUM | ||||||||
| 1106 WASHINGTON ST APT 2S | HOBOKEN | NJ | 07030 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,342,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,298 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,525,621 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,525,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,884 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,487,737 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $790 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $790 | TotalTaxAmt |
| Distributable Before Adj | $123,597 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $123,597 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $123,597 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,825 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $123,825 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $123,825 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,597 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $16,951 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $6,985 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,936 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,825 | QualifyingDistributionsAmt |
| Applied To Current Year | $123,597 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $228 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,164 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $24,164 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,951 | ExcessFromYear4Amt |
| Excess From Year1 | $6,985 | ExcessFromYear1Amt |
| Excess From Current Year | $228 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL TANENBAUM | ContributingManagerNm |
| Contributing Manager | MORRIS TANENBAUM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL TANENBAUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 BROOKLYN BLVD | AddressLine1Txt |
| City | SEA GIRT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9738200019 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 31 OF THE CURRENT CALENDAR YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BLUEPATH SERVICE DOGS INC | |||||||
| 8 COUNTRY CLUB ROAD | HOPEWELL JUNCTION | NY | 12533 | PUBLIC | GENERAL | $3,000 | |
| CAMP FOR ALL FOUNDATION | |||||||
| 6301 REHBURG ROAD | BURTON | TX | 77835 | PUBLIC | GENERAL | $3,000 | |
| DUTCHESS OUTREACH INC | |||||||
| 29 N HAMILTON STREET 1 | POUGHKEEPSIE | NY | 12601 | PUBLIC | GENERAL | $4,000 | |
| EMERSON COLLEGE | |||||||
| 104 BOYLSTON STREET | BOSTON | MA | 02166 | PUBLC | GENERAL | $500 | |
| FOOD BANK OF THE HUDSON VALLEY | |||||||
| 195 HUDSON STREET | CORNWALL ON HUDSON | NY | 12520 | PUBLIC | GENERAL | $1,000 | |
| FRIENDS OF THE NEW YORK LIBRARY | |||||||
| 18 WEST 53RD STREET | NEW YORK | NY | 10019 | PUBLIC | GENERAL | $1,000 | |
| FULFILL | |||||||
| 3300 NEW JERSEY 66 | NEPTUNE TOWNSHIP | NJ | 07753 | PUBLIC | GENERAL | $750 | |
| GIRLS WHO CODE | |||||||
| 151 GROPP AVENUE | HAMILTON | NJ | 08610 | PUBLIC | GENERAL | $500 | |
| GRACE SMITH HOUSE | |||||||
| 1 BROOKSIDE AVENUE | POUGHKEEPSIE | NY | 12601 | PUBLIC | GENERAL | $1,000 | |
| GROUNDWORK HUDSON VALLEY | |||||||
| 99 DOCK STREET | YONKERS | NY | 10701 | PUBLIC | GENERAL | $1,500 | |
| HABITAT FOR HUMANITY | |||||||
| 111 JOHN STREET | NEW YORK | NY | 100383109 | PUBLIC | GENERAL | $500 | 23RD FLOOR |
| HABITAT FOR HUMANITY - NEWBURGH | |||||||
| 125 WASHINGTON STREET | NEWBURGH | NY | 12550 | PUBLIC | GENERAL | $4,000 | |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | PUBLIC | GENERAL | $1,000 | |
| HUDSON RIVER HOUSING INC | |||||||
| 313 MILL STREET | POUGHKEEPSIE | NY | 12601 | PUBLIC | GENERAL | $1,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| GARLAND HALL | BALTIMORE | MD | 212182688 | PUBLIC | SCHOLARSHIPS | $25,000 | 2400 N CHARLES STREET |
| MAKE THE ROAD NEW YORK | |||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | PUBLIC | GENERAL | $2,000 | |
| NJ SYMPHONY ORCHESTRA | |||||||
| 2 CENTRAL AVENUE | NEWARK | NJ | 071023173 | PUBLIC | GENERAL | $10,000 | |
| NJIT | |||||||
| 323 DR MARTIN LUTHER | NEWARK | NJ | 07102 | PUBLIC | GENERAL | $4,000 | KING JR BOULEVARD |
| NY - NJ TRAIL CONFERENCE | |||||||
| 600 RAMAPO VALLEY ROAD | MAHWAH | NJ | 07430 | PUBLIC | GENERAL | $1,000 | |
| OVERLOOK FOUNDATION | |||||||
| 36 UPPER OVERLOOK ROAD | SUMMIT | NJ | 07901 | PUBLIC | GENERAL | $40,000 | |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 140 | PRINCETON | NJ | 085440140 | PUBLIC | GENERAL | $10,000 | |
| PROJECT TO HEAL | |||||||
| 7008 PROVIDENCE ROAD SOUT | WAXHAW | NC | 28173 | PUBLIC | GENERAL | $5,000 | |
| PUSH TO WALK NJ | |||||||
| 6 N CORPORATE DRIVE | RIVERDALE | NJ | 07457 | PUBLIC | GENERAL | $2,500 | |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLR | NEW YORK | NY | 10003 | PUBLIC | GENERAL | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,907 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,261 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,952 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,261 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,213 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MICHAEL TANENBAUM | |||||||
| 1 | 319 BROOKLYN BLVD | SEA GIRT | NJ | 08750 | $50,000 | Yes (X) | |
| MORRIS TANENBAUM | |||||||
| 2 | 74 FALMOUTH STREET | SHORT HILLS | NJ | 07078 | $500,000 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | APPRECIATED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $400,000 | FairMarketValueAmt |
| Received | 2020-07-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AJ SANTYE & CO. | CategoryTxt |
| Amt | $1,125 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $575 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD INTERMEDIATE TERM BOND FUND | BondNm |
| EOY Book Value | $721,805 | EOYBookValueAmt |
| EOYFMV | $905,989 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - CABOT OIL | $188,653 | $89,540 |
| VANDUARD INDEX 500 FUND | $721,720 | $860,419 |
| VANGUARD EMERGING MARKETS INDEX | $533,829 | $805,629 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN UNREALIZED GAIN | Desc |
| Amt | $103,060 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON FOREIGN DIVIDENDS | CategoryTxt |
| Amt | $1,856 | Amt |
| Net Investment Income | $1,856 | NetInvestmentIncomeAmt |