MARILYN S BROAD FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARILYN S BROAD FOUNDATION INC (EIN 52-2260304)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-03-12
- IRS object ID
- 202000729349100400
- Schema version
- 2018v3.1
- 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 | 2020-03-12T09:11:46-05:00 | ReturnTs |
| Tax Period End | 2019-10-31 | 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 | 2018-11-01 | 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 | 2020-03-15 | 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 | 2018 | 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 | $2,098,818 | 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 | $83 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $244,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,856 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,224 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,234 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $25,289 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,289 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,365 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,848 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,865 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,637 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,865 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,637 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,359 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,279 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,875 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,875 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,841,749 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,785,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,038,611 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,685 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,332 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,332 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,872,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,846,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,098,818 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,872,713 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,846,201 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,872,713 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,846,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,872,713 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,846,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,872,713 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,512 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,846,201 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,846,201 | 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 | $20,732 | $15,525 | $5,207 | $5,207 |
| SUMMIT #1056: LARGE CAP VALUE FUND | P | $9,681 | $7,363 | $2,318 | $2,318 |
| SUMMIT #1056: SMALL CAP VALUE FUND | P | $1,587 | $1,413 | $174 | $174 |
| SUMMIT #1056: SMALL CAP GROWTH FUND | P | $1,739 | $834 | $905 | $905 |
| SUMMIT #1056: INTERNATIONAL EQUITY FUND | P | $6,320 | $4,523 | $1,797 | $1,797 |
| SUMMIT #1056: CORE FIXED INCOME FUND | P | $109,418 | $104,671 | $4,747 | $4,747 |
| SUMMIT #1056: INTERNATIONAL FIXED INCOME FUND | P | $18,851 | $18,458 | $393 | $393 |
| SUMMIT #1056: HIGH YIELD BOND FUND | P | $16,895 | $17,603 | -$708 | -$708 |
| SUMMIT #1056: EMERGING MKTS EQUITY FUND | P | $3,005 | $3,271 | -$266 | -$266 |
| SUMMIT #1056: EMERGING MKTS DEBT FUND | P | $4,845 | $4,975 | -$130 | -$130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,856 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,854 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,121,425 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023029 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $148,927 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,147,091 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069362 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $118,595 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,163,178 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054824 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $187,740 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,378,203 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078942 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $259,061 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,550,736 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101563 | DistributionYr5Rt |
| Total Distribution | 0.32772 | TotalDistributionRt |
| Average Distribution | 0.065544 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,044,841 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $134,027 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,014 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $135,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,637 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,027 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,027 | SubtotalAmt |
| Tax Based On Investment Income | $2,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $973 | OverpaymentAmt |
| Applied To ES Tax | $973 | 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 |
| 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 (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 | $2,032,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,369 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,075,981 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,075,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,140 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,044,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,027 | TotalTaxAmt |
| Distributable Before Adj | $100,215 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,215 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,215 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,637 | 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 | $123,637 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $123,637 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,215 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $125,874 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,804 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,986 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,410 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $252,074 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,637 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $100,215 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,422 | RemainingDistriFromCorpusAmt |
| Total Corpus | $275,496 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $125,874 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $149,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,804 | ExcessFromYear4Amt |
| Excess From Year3 | $12,986 | ExcessFromYear3Amt |
| Excess From Year2 | $42,410 | ExcessFromYear2Amt |
| Excess From Current Year | $23,422 | ExcessFromCurrentYearAmt |
| 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Food On Foot | |||||||
| 9663 Santa Monica Blvd No 743 | Beverly hills | CA | 90210 | none | PC | general support | $15,000 |
| Kleine Levin Syndrome Foundation | |||||||
| 294 Roundhouse creek road | trinidad | CA | 95570 | none | PC | general support | $7,500 |
| Teen Pride | |||||||
| PO Box 1606 | Morristown | NJ | 07960 | none | PC | general support | $2,000 |
| Dharma Rescue For Cats & Dogs | |||||||
| 24325 crenshaw boulevard 114 | Torrance | CA | 90505 | none | PC | general support | $5,000 |
| Down Syndrome Association Of Minnesotta | |||||||
| 656 Transfer Road | St Paul | MN | 55114 | none | PC | general support | $5,000 |
| Animal Defense Fund | |||||||
| 525 east cotati avenue | cotati | CA | 94931 | none | PC | general support | $5,000 |
| Save a Child's Heart | |||||||
| po box 59172 | potomac | MD | 20859 | none | PC | general support | $5,000 |
| Baltic Street Into Action | |||||||
| 250 Balric Street | Brooklyn | NY | 11201 | none | PC | general support | $2,500 |
| Face Off With Cancer | |||||||
| 530 Los Angeles Avenue 115-124 | Moorpark | CA | 93021 | none | PC | general support | $5,000 |
| Life Town Inc | |||||||
| 10 Microlab road | livingston | NJ | 07039 | none | PC | general support | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,000 | 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 | $83 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,285 | 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 | $65,856 | 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 | $137,224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,224 | 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 | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | 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 | $436,131 | $583,836 |
| SUMMIT EQ: FIXED INCOME | AT COST | $1,152,733 | $1,213,987 |
| SUMMIT EQ: INTERNATIONAL EQ | AT COST | $114,498 | $164,350 |
| SUMMIT EQ: EMERGING MARKET EQ | AT COST | $82,632 | $76,438 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,685 | BOYBookValueAmt |
| EOY Book Value | $2,332 | EOYBookValueAmt |
| EOYFMV | $2,332 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $24,365 | $24,365 | |
| INTERNET | $1,784 | $1,784 | |
| INSURANCE | $1,064 | $1,064 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $4,234 | Amt |