PLATKIN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PLATKIN FAMILY FOUNDATION INC (EIN 13-4263380)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-22
- IRS object ID
- 202002669349100500
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-22T08:33:06-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221624206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALESARDI QUACKENBUSH SWIFT & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH DEAN STREET - SUITE 5 | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | 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 | 134263380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLATKIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAT | BusinessNameControlTxt |
| Phone | 2019366493 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 284 HIGH STREET | AddressLine1Txt |
| City | NUTLEY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY PLATKIN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2019366493 | PhoneNum |
| Signature | 2020-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID O'BRIEN | PreparerPersonNm |
| PTIN | P00430397 | PTIN |
| Phone | 2015674100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.193.195.102 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-21 | IPDt |
| IP Tm | 10:39:11 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 989A4727060FFF501F020AB70FF1F79BF68B5E4B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C9FBBFA9D96459D4A944614C6B53E747A7DC2EB4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,946,384 | 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 | $153,046 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29,076 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,076 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $899,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,697 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,124 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,124 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $339,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,102 | 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 |
| Other Prof Fees Rev And Expnss | $35,126 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,763 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,363 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,033 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,039 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,159 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,802 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,739 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,739 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,802 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,102 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $166,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,300 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $325,615 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $240,163 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,974 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,797,872 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,228,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,998,131 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $688,990 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $595,750 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $656,971 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,308 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,052,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,115,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,946,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,052,640 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,052,640 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $62,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,052,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,115,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,052,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,115,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,052,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $166,250 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,218,890 | SubtotalAmt |
| Other Decreases | $103,814 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,115,076 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY | P | $49,041 | $52,496 | -$3,455 | -$3,455 |
| FIDELITY | P | $83,176 | $56,565 | $26,611 | $26,611 |
| AMERIPRISE 9450 | P | $13,575 | $14,120 | -$545 | -$545 |
| AMERIPRISE 9450 | P | $2,801 | $2,722 | $79 | $79 |
| AMERIPRISE 9450 | P | $126,023 | $107,068 | $18,955 | $18,955 |
| AMERIPRISE 9450 | P | $52,316 | $34,226 | $18,090 | $18,090 |
| AMERIPRISE 5090 | P | $32,394 | $29,029 | $3,365 | $3,365 |
| AMERIPRISE 5090 | P | $39,505 | $44,327 | -$4,822 | -$4,822 |
| AMERIPRISE 3259 | P | $33,122 | $27,901 | $5,221 | $5,221 |
| AMERIPRISE 3259 | P | $47,785 | $39,552 | $8,233 | $8,233 |
| AMERIPRISE 3830 | P | $50,511 | $53,721 | -$3,210 | -$3,210 |
| AMERIPRISE 3830 | P | $135,344 | $107,675 | $27,669 | $27,669 |
| AMERIPRISE 3905 | P | $82,256 | $82,200 | $56 | $56 |
| AMERIPRISE 1031 | P | $60,365 | $59,035 | $1,330 | $1,330 |
| AMERIPRISE 1031 | P | $91,261 | $99,141 | -$7,880 | -$7,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,697 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,830 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,375,542 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041721 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,685 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,078,881 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045369 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $131,063 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,642,331 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049601 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $120,209 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,591,842 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046380 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $104,845 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,419,656 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043331 | DistributionYr5Rt |
| Total Distribution | 0.226402 | TotalDistributionRt |
| Average Distribution | 0.045280 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,545,499 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $160,540 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,703 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $162,243 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,102 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,406 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,406 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,094 | OverpaymentAmt |
| Applied To ES Tax | $3,094 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | NANCY PLATKIN | IndividualWithBooksNm |
| Phone | 2019366493 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 284 HIGH STREET | AddressLine1Txt |
| City | NUTLEY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07110 | 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 |
|---|---|---|---|---|---|---|---|---|
| SHARI HOPE | ||||||||
| 6 BABCOCK ROAD | MAHWAH | NJ | 07430 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| NANCY PLATKIN | ||||||||
| 284 HIGH STREET | NUTLEY | NJ | 07110 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| BEATRICE FERNANDEZ | ||||||||
| 284 HIGH STREET | NUTLEY | NJ | 07110 | SECRETERY | 1.00 | $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 | $3,272,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $326,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,599,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,599,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,545,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,406 | TotalTaxAmt |
| Distributable Before Adj | $173,869 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $173,869 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $173,869 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,102 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $148,102 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,102 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,869 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $143,570 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,102 | QualifyingDistributionsAmt |
| Applied To Year1 | $143,570 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,532 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $169,337 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVOCATES FOR YOUTH | ||||||
| 2000 M STREET | WASHINGTON | DC | 20036 | PC | GENERAL | $10,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 1581 AMERIPRISE FINANCIAL CENTER | MINNEAPOLIS | MN | 55474 | PC | GENERAL | $3,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 3RD AVENUE | NEW YORK | NY | 10158 | PC | GENERAL | $20,000 |
| COMMUNITY FOOD BANK OF NJ | ||||||
| 31 EVANS TERMINAL ROAD | HILLSIDE | NJ | 07205 | PC | GENERAL | $17,500 |
| HUMAN RIGHTS CAMPAIGN FDN | ||||||
| 1640 RHODE ISLAND AVENUE | WASHINGTON | DC | 20036 | PC | GENERAL | $10,000 |
| JEWISH FAMILY SERVICES OF NEW JERSEY | ||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | PC | GENERAL | $5,000 |
| MAKE-A-WISH FOUNDATION | ||||||
| 1347 PERRINVILLE ROAD | MONROE TWNSHP | NJ | 08831 | PC | GENERAL | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GENERAL | $10,000 |
| THE NEW JERSEY CHORAL SOCIETY | ||||||
| 169 FAIRMOUNT ROAD | RIDGEWOOD | NJ | 07450 | PC | GENERAL | $1,000 |
| THE VALERIE FUND | ||||||
| 2101 MILLBURN AVENUE | MAPLEWOOD | NJ | 07040 | PC | GENERAL | $17,500 |
| WEST BERGEN MENTAL HEALTHCARE | ||||||
| 120 CHESTNUT STREET | RIDGEWOOD | NJ | 07450 | PC | GENERAL | $20,739 |
| LOW COUNTRY AQUATIC PROJECT | ||||||
| PO BOX 1134 | JOHNS ISLAND | SC | 29455 | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,739 | 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 | $29,076 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,205 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,124 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,697 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $186,102 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,102 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEANOR PLATKIN CHARITABLE LEAD ANNUITY TRUSTS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 284 HIGH STREET | AddressLine1Txt |
| City | NUTLEY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $153,046 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $595,750 | EOYBookValueAmt |
| EOYFMV | $656,971 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,228,352 | EOYBookValueAmt |
| EOYFMV | $2,998,131 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $200,000 | BookValueAmt |
| EOYFMV | $200,308 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| EOY Book Value | $3,000 | EOYBookValueAmt |
| EOYFMV | $3,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATIONS CLAIMED IN PRIOR YEAR | $82,500 |
| COST BASIS ADJ | $21,314 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMERIPRISE 9450 | Desc |
| Revenue And Expenses Per Books | $2,124 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,124 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,124 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMIN SERVICES | $11,601 | $0 | $11,601 |
| INVESTMENT SERVICES | $23,525 | $11,763 | $11,762 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEANOR PLATKIN CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 284 HIGH STREET | AddressLine1Txt |
| City | NUTLEY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07110 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,039 | $4,039 | $0 |
| PRIOR YEAR TAXES | $8,994 | $0 | $0 |