BERKO FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BERKO FAMILY FOUNDATION INC (EIN 46-4301797)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202021899349101502
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T09:52:57-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 THORNALL STREET | AddressLine1Txt |
| City | EDISON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088372213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464301797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 7327618567 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 FOUNTAYNE LANE | AddressLine1Txt |
| City | MANALAPAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07726 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL BERKO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7327618567 | PhoneNum |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA FERREIRA | PreparerPersonNm |
| PTIN | P01297523 | PTIN |
| Phone | 7325492800 | 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 | $1,627,436 | 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 | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,124 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $161,202 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,053 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,711 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $200 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $39,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,390 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $689 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,659 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,897 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $762 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,586 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $762 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,496 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,496 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,586 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$161,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,804 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,686 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,592 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,592 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,587,131 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,455,241 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,582,141 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,122 | OtherAssetsBOYAmt |
| Other Assets EOY | $703 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $703 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,661,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,500,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,627,436 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,661,939 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,500,536 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,661,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,500,536 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,661,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,500,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,661,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$161,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,500,536 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,500,536 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS SHORT DURATION TAX FREE | P | 2018-12-31 | 2019-12-20 | $1,941 | $1,894 | $47 | $47 |
| GOLDMAN SACHS SHORT DURATION TAX FREE | P | 2018-01-18 | 2019-12-31 | $157,428 | $154,255 | $3,173 | $3,173 |
| CAPITAL GAINS DIVIDENDS | P | $1,833 | $1,833 | $1,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,053 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $222,224 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,707,930 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.130113 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $235,275 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $977,990 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.240570 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $396,930 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $271,051 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.464411 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,437,473 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $334,873 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.292592 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $997,997 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $571,238 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.747077 | DistributionYr5Rt |
| Total Distribution | 7.874763 | TotalDistributionRt |
| Average Distribution | 1.574953 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,560,248 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,457,317 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $318 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,457,635 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $195,258 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $636 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $636 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $636 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $655 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 7327618567 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 FOUNTAYNE LANE | AddressLine1Txt |
| City | MANALAPAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| MITCHELL BERKO | ||||||||
| 18 FOUNTAYNE LANE | MANALAPAN | NJ | 07726 | PRESIDENT & TREASURER | 5.00 | $0 | $0 | $0 |
| ROBIN BERKO | ||||||||
| 18 FOUNTAYNE LANE | MANALAPAN | NJ | 07726 | VICE PRES & SECRETARY | 5.00 | $0 | $0 | $0 |
| PAUL BERKO | ||||||||
| 33 LESTER PLACE | CLIFTON | NJ | 07013 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,534,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,584,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,584,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,560,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,012 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $636 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $636 | TotalTaxAmt |
| Distributable Before Adj | $77,376 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,376 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,376 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,258 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $195,258 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $195,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,376 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $969,441 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,420,729 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $383,377 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $186,382 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $137,305 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,097,234 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $195,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $117,882 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,215,116 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $969,441 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,245,675 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,420,729 | ExcessFromYear4Amt |
| Excess From Year3 | $383,377 | ExcessFromYear3Amt |
| Excess From Year2 | $186,382 | ExcessFromYear2Amt |
| Excess From Year1 | $137,305 | ExcessFromYear1Amt |
| Excess From Current Year | $117,882 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONTRIBUTIONS UNDER 5000 | |||||||
| 18 FOUNTAYNE LANE | MANALAPAN | NJ | 07726 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,162 |
| SHALOM TORAH ACADEMY | |||||||
| 70 AMBOY ROAD | MORGANVILLE | NJ | 07751 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,800 |
| JEWISH LEARNING CENTER | |||||||
| 138 PINE BROOK ROAD | MANALAPAN TOWNSHIP | NJ | 07726 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,060 |
| KOLLEL OF WMC | |||||||
| 24 WICKATUNK ROAD | MANALAPAN TOWNSHIP | NJ | 07726 | NONE | PUBLIC CHARITY | GENERAL FUND | $24,000 |
| MONMOUTH TORAH LINKS | |||||||
| 70 AMBOY ROAD 101 | MORGANVILLE | NJ | 07751 | NONE | PUBLIC CHARITY | GENERAL FUND | $28,594 |
| PARTNERS IN TORAH | |||||||
| 228 AYCRIGG AVENUE | PASSAIC | NJ | 07055 | NONE | PUBLIC CHARITY | GENERAL FUND | $13,000 |
| YESHIVA TIFERES NAFTOLI | |||||||
| 8998 NJ-18 | OLD BRIDGE | NJ | 08857 | NONE | PUBLIC CHARITY | GENERAL FUND | $14,430 |
| YESODEI HADAS | |||||||
| 113 PRESSBURG LANE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $49,950 |
| THE CORNER MINYAM | |||||||
| 7 SOUTH MAIN STREET | MALBORO TOWNSHIP | NJ | 07746 | NONE | PUBLIC CHARITY | GENERAL FUND | $11,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,496 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,124 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,711 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,053 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,901 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,901 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - M HOLDINGS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,455,241 | BookValueAmt |
| EOYFMV | $1,582,141 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME RECEIVABLE | Desc |
| BOY Book Value | $1,122 | BOYBookValueAmt |
| EOY Book Value | $703 | EOYBookValueAmt |
| EOYFMV | $703 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $4,792 | $4,792 | $0 |
| FILING FEES | $33 | $0 | $33 |
| OFFICE EXPENSES | $26 | $0 | $26 |
| BANK CHARGES | $105 | $105 | $0 |
| MISCELLANEOUS EXPENSE | $703 | $0 | $703 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTION | $889 | $0 | $889 |
| T/E DIVIDENDS | $1,622 | $0 | $1,622 |
| MISCELLANEOUS INCOME | $200 | $200 | $200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT | $460 | $0 | $0 |
| FOREIGN TAX PAID | $689 | $689 | $0 |