SCHOOR FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SCHOOR FAMILY FOUNDATION INC (EIN 20-0514639)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-09-16
- IRS object ID
- 202022609349100602
- Schema version
- 2018v3.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-16T10:26:08-05:00 | ReturnTs |
| Tax Period End | 2019-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 FROEHLICH FARM BLVD | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 200514639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHOOR FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 9735779833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 CARMELA COURT | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33478 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD SCHOOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9735779833 | PhoneNum |
| Signature | 2020-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MORDECAI LERER | PreparerPersonNm |
| PTIN | P00490856 | PTIN |
| Phone | 5169925900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.162.50.196 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-10 | IPDt |
| IP Tm | 12:26:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6AEFBD905D86218A985E52BA0E3D750958318965 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $634,743 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $308,072 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,349 | 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 |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,072 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,072 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $31 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,763 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,322 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,281 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,322 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,381 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,027 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,757 | CashBOYAmt |
| Cash EOY | $8,991 | CashEOYAmt |
| Cash EOYFMV | $8,991 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,499 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $390,096 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $334,029 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $353,229 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $219,755 | CorporateStockBOYAmt |
| Corporate Stock EOY | $241,260 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $249,166 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $29,279 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,756 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,858 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $653,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $606,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $634,743 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $653,876 | RetainedEarningBOYAmt |
| Retained Earning EOY | $606,535 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $653,876 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $606,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $653,876 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $606,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $653,876 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,341 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $606,535 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $606,535 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (156 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CONAGARA BRANDS, INC | 2018-03-23 | 2018-11-27 | $516 | $572 | -$56 | -$56 |
| CORNING INC | 2018-03-23 | 2018-11-27 | $126 | $112 | $14 | $14 |
| GRAINGER WW INC | 2018-03-23 | 2018-11-27 | $1,692 | $1,628 | $64 | $64 |
| HARTFORD FINCL SERVICES GROUP | 2018-03-23 | 2018-11-27 | $1,648 | $1,874 | -$226 | -$226 |
| LOWES COMPANIES INC | 2018-03-23 | 2018-11-27 | $758 | $673 | $85 | $85 |
| LYONDELLBASELL INDUSTRIES N V SHS | 2018-03-23 | 2018-11-27 | $1,418 | $1,684 | -$266 | -$266 |
| MARATHON PETROLEUM CO | 2018-03-23 | 2018-11-27 | $319 | $360 | -$41 | -$41 |
| MCKESSON CORP | 2018-03-23 | 2018-11-27 | $124 | $139 | -$15 | -$15 |
| PULTE GROUP INC | 2018-03-23 | 2018-11-27 | $1,424 | $1,583 | -$159 | -$159 |
| SYSCO CORP | 2018-03-23 | 2018-11-27 | $2,620 | $2,259 | $361 | $361 |
| TARGET CORP | 2018-03-23 | 2018-11-27 | $2,354 | $2,112 | $242 | $242 |
| VALERO ENERGY CORP NEW | 2018-03-23 | 2018-11-27 | $722 | $734 | -$12 | -$12 |
| VF CORP | 2018-03-23 | 2018-11-27 | $1,727 | $1,525 | $202 | $202 |
| WESTERN UNION CO | 2018-03-23 | 2018-11-27 | $1,236 | $1,279 | -$43 | -$43 |
| AMERICAN AIRLS GROUP INC | 2018-03-23 | 2018-10-30 | $380 | $564 | -$184 | -$184 |
| ALTRIA GROUP INC | 2018-10-24 | 2018-10-30 | $262 | $259 | $3 | $3 |
| GENL MILLS INC | 2018-10-24 | 2018-10-30 | $1,452 | $1,863 | -$411 | -$411 |
| PROCTER & GAMBLE CO | 2018-10-24 | 2018-10-30 | $2,075 | $1,624 | $451 | $451 |
| CALIFORNIA | 2015-08-12 | 2018-11-29 | $39,394 | $38,954 | $440 | $440 |
| HOUSTON TX INDPT SCH PERMA 2017 | 2018-01-04 | 2018-01-15 | $28,705 | $28,718 | -$13 | -$13 |
| AMERICAN AIRLS GROUP INC | 2018-03-23 | 2019-01-03 | $1,163 | $1,694 | -$531 | -$531 |
| BEST BUY CO | 2018-03-23 | 2019-01-29 | $234 | $269 | -$35 | -$35 |
| CELANSE CORP NEW | 2018-03-23 | 2019-01-29 | $2,919 | $3,112 | -$193 | -$193 |
| CITIGROUP INC | 2018-03-23 | 2019-01-29 | $506 | $546 | -$40 | -$40 |
| CONAGRA BRANDS, INC. | 2018-03-23 | 2019-01-29 | $708 | $1,179 | -$471 | -$471 |
| CORNING INC | 2018-03-23 | 2019-01-29 | $1,113 | $924 | $189 | $189 |
| HARTFORD FINCL SERVICES GROUP | 2018-03-23 | 2019-01-29 | $2,685 | $3,039 | -$354 | -$354 |
| KOHLS CORP | 2018-03-23 | 2019-01-29 | $136 | $125 | $11 | $11 |
| MARATHON PETROLEUM CO | 2018-03-23 | 2019-01-29 | $2,003 | $2,374 | -$371 | -$371 |
| MCKESSON CORP | 2018-03-23 | 2019-01-29 | $736 | $836 | -$100 | -$100 |
| PROCTER & GAMBLE CO | 2018-03-23 | 2019-01-29 | $2,959 | $2,442 | $517 | $517 |
| SEAGATE TECHNOLOGY PLC SHS | 2018-03-23 | 2019-01-29 | $170 | $227 | -$57 | -$57 |
| SEALED AIR CORP NEW | 2018-03-23 | 2019-01-29 | $853 | $949 | -$96 | -$96 |
| SYSCO CORP | 2018-03-23 | 2019-01-29 | $2,590 | $2,497 | $93 | $93 |
| VALERO ENERGY CORP NEW | 2018-03-23 | 2019-01-29 | $456 | $550 | -$94 | -$94 |
| VOYA FINL INC COM | 2018-03-23 | 2019-01-29 | $740 | $783 | -$43 | -$43 |
| WESTERN UNION CO | 2018-03-23 | 2019-01-29 | $1,156 | $1,260 | -$104 | -$104 |
| GENL MILLS INC | 2017-06-12 | 2019-01-29 | $1,282 | $1,810 | -$528 | -$528 |
| PROCTER & GAMBLE CO | 2015-09-24 | 2019-01-29 | $456 | $370 | $86 | $86 |
| UNLV TX UNIV | 2018-11-30 | 2019-02-21 | $30,230 | $29,342 | $888 | $888 |
| SUNTRUST BANKS INC | 2018-03-23 | 2019-02-07 | $1,335 | $1,398 | -$63 | -$63 |
| PENNSYLVANIA ST | 2017-11-09 | 2019-03-08 | $11,418 | $11,404 | $14 | $14 |
| TEXAS ST | 2017-11-14 | 2019-03-04 | $22,826 | $22,871 | -$45 | -$45 |
| AMERICAN AIRLS GROUP INC | 2018-03-23 | 2019-03-05 | $567 | $872 | -$305 | -$305 |
| BEST BUY CO | 2018-03-23 | 2019-03-05 | $1,007 | $1,009 | -$2 | -$2 |
| CITIGROUP INC | 2018-03-23 | 2019-03-05 | $936 | $1,024 | -$88 | -$88 |
| CONAGARA BRANDS, INC | 2018-03-23 | 2019-03-05 | $777 | $1,214 | -$437 | -$437 |
| CONOCOPHILIPS | 2018-03-23 | 2019-03-05 | $208 | $173 | $35 | $35 |
| FIFTH THIRD BANCORP | 2018-03-23 | 2019-03-05 | $432 | $502 | -$70 | -$70 |
| KOHLS CORP | 2018-03-23 | 2019-03-05 | $140 | $125 | $15 | $15 |
| LOWES COMPANIES INC | 2018-03-23 | 2019-03-05 | $2,056 | $1,684 | $372 | $372 |
| MARATHON PETROLEUM CO | 2018-03-23 | 2019-03-05 | $792 | $935 | -$143 | -$143 |
| SEAGATE TECHNOLOGY PLC SHS | 2018-03-23 | 2019-03-05 | $1,020 | $1,251 | -$231 | -$231 |
| SEALED AIR CORP NEW | 2018-03-23 | 2019-03-05 | $267 | $248 | $19 | $19 |
| SYNCHRONY FINL | 2018-03-23 | 2019-03-05 | $705 | $720 | -$15 | -$15 |
| VALERO ENERGY CORP NEW | 2018-03-23 | 2019-03-05 | $728 | $825 | -$97 | -$97 |
| WESTERN UNION CO | 2018-03-23 | 2019-03-05 | $381 | $401 | -$20 | -$20 |
| ANADARKO PETROLEUM CORP | 2018-04-22 | 2019-04-12 | $5,035 | $5,530 | -$495 | -$495 |
| KOHLS CORP | 2018-04-22 | 2019-04-12 | $355 | $302 | $53 | $53 |
| ALLY FINANCIAL INC | 2018-04-22 | 2019-04-12 | $832 | $758 | $74 | $74 |
| AMERICAN AIRLS GROUP INC | 2018-04-22 | 2019-04-12 | $1,083 | $1,642 | -$559 | -$559 |
| BESTBUY CO INC | 2018-04-22 | 2019-04-12 | $363 | $336 | $27 | $27 |
| CDK GLOBAL INC COM | 2018-04-22 | 2019-04-12 | $1,119 | $1,223 | -$104 | -$104 |
| CONAGARA BRANDS, INC | 2018-04-22 | 2019-04-12 | $632 | $822 | -$190 | -$190 |
| CORNING INC | 2018-04-22 | 2019-04-12 | $275 | $224 | $51 | $51 |
| CONOCOPHILIPS | 2018-04-22 | 2019-04-12 | $1,120 | $981 | $139 | $139 |
| MARATHON PETROLEUM CO | 2018-04-22 | 2019-04-12 | $727 | $863 | -$136 | -$136 |
| SEAGATE TECHNOLOGY PLC SHS | 2018-04-22 | 2019-04-12 | $744 | $853 | -$109 | -$109 |
| SEALED AIR CORP NEW | 2018-04-22 | 2019-04-12 | $1,143 | $1,031 | $112 | $112 |
| SYNCHRONY FINL | 2018-04-22 | 2019-04-12 | $844 | $851 | -$7 | -$7 |
| VALERO ENERGY CORP NEW | 2018-04-22 | 2019-04-12 | $1,022 | $1,100 | -$78 | -$78 |
| VOYA FINL INC COM | 2018-04-22 | 2019-04-12 | $818 | $783 | $35 | $35 |
| WESTERN UNION CO | 2018-04-22 | 2019-04-12 | $458 | $460 | -$2 | -$2 |
| CITRIX SYSTEMS INC | 2018-03-23 | 2019-05-08 | $875 | $831 | $44 | $44 |
| FIFTH THIRD BANCORP | 2018-03-23 | 2019-05-08 | $1,011 | $1,130 | -$119 | -$119 |
| KOHLS CORP | 2018-03-23 | 2019-05-08 | $829 | $726 | $103 | $103 |
| MARATHON PETROLEUM CO | 2018-03-23 | 2019-05-08 | $399 | $503 | -$104 | -$104 |
| MARRIOTT INTL INC NEW CL A | 2018-03-23 | 2019-05-08 | $405 | $403 | $2 | $2 |
| REGIONS FINANCIAL CORP | 2018-03-23 | 2019-05-08 | $376 | $453 | -$77 | -$77 |
| SEAGATE TECHNOLOGY PLC SHS | 2018-03-23 | 2019-05-08 | $691 | $796 | -$105 | -$105 |
| SEALED AIR CORP NEW | 2018-03-23 | 2019-05-08 | $1,435 | $1,361 | $74 | $74 |
| UNITED CONTL HOLDGS INC | 2018-03-23 | 2019-05-08 | $344 | $271 | $73 | $73 |
| VALERO ENERGY CORP NEW | 2018-03-23 | 2019-05-08 | $1,161 | $1,284 | -$123 | -$123 |
| YUMI BRANDS INC | 2018-03-23 | 2019-05-08 | $303 | $247 | $56 | $56 |
| TEXAS ST TAX AND REV | 2019-03-15 | 2019-06-25 | $15,049 | $15,061 | -$12 | -$12 |
| ALLEGHENY CNTY PA SAN | 2015-08-10 | 2019-06-21 | $20,997 | $20,909 | $88 | $88 |
| AON PLC | 2018-03-23 | 2019-06-04 | $1,090 | $831 | $259 | $259 |
| CITRIX SYSTEMS INC | 2018-03-23 | 2019-06-04 | $377 | $369 | $8 | $8 |
| CONOCOPHILIPS | 2018-03-23 | 2019-06-04 | $832 | $808 | $24 | $24 |
| FIFTH THIRD BANCORP | 2018-03-23 | 2019-06-04 | $897 | $1,036 | -$139 | -$139 |
| KOHLS CORP | 2018-03-23 | 2019-06-04 | $749 | $916 | -$167 | -$167 |
| PULTE GROUP INC | 2018-03-23 | 2019-06-04 | $505 | $460 | $45 | $45 |
| REGIONS FINANCIAL CORP | 2018-03-23 | 2019-06-04 | $700 | $888 | -$188 | -$188 |
| SEAGATE TECHNOLOGY PLC SHS | 2018-03-23 | 2019-06-04 | $701 | $910 | -$209 | -$209 |
| VOYA FINL INC COM | 2018-03-23 | 2019-06-04 | $748 | $685 | $63 | $63 |
| CONOCOPHILIPS | 2018-07-24 | 2019-07-09 | $358 | $421 | -$63 | -$63 |
| AON PLC | 2018-03-23 | 2019-07-09 | $1,171 | $831 | $340 | $340 |
| CDX GLOBAL INC COM | 2018-03-23 | 2019-07-09 | $748 | $955 | -$207 | -$207 |
| CITRIX SYSTEMS INC | 2018-03-23 | 2019-07-09 | $789 | $739 | $50 | $50 |
| CONOCOPHILIPS | 2018-03-23 | 2019-07-09 | $1,255 | $1,323 | -$68 | -$68 |
| HD SUPPLY HLDGS INC | 2018-03-23 | 2019-07-09 | $316 | $345 | -$29 | -$29 |
| JUNIPER NETWORKS | 2018-03-23 | 2019-07-09 | $1,286 | $1,318 | -$32 | -$32 |
| MARATHON PETROLEUM CO | 2018-03-23 | 2019-07-09 | $711 | $935 | -$224 | -$224 |
| SEAGATE TECHNOLOGY PLC SHS | 2018-03-23 | 2019-07-09 | $413 | $517 | -$104 | -$104 |
| SEALED AIR CORP NEW | 2018-03-23 | 2019-07-09 | $1,343 | $1,279 | $64 | $64 |
| WALT DISNEY CO | 2018-03-23 | 2019-07-09 | $706 | $495 | $211 | $211 |
| YUMI BRANDS INC | 2018-03-23 | 2019-07-09 | $551 | $420 | $131 | $131 |
| ILLINOIS ST GO REF BDS | 2019-09-11 | 2019-08-16 | $5,413 | $5,208 | $205 | $205 |
| CABOT OIL AND GAS CORP | 2019-04-03 | 2019-08-06 | $398 | $600 | -$202 | -$202 |
| AMERIPRISE FINANCIAL INC | 2019-03-23 | 2019-08-06 | $914 | $1,030 | -$116 | -$116 |
| CDK GLOBAL INC COM | 2019-03-23 | 2019-08-06 | $663 | $901 | -$238 | -$238 |
| CISCO SYSTEMS INC | 2019-03-23 | 2019-08-06 | $880 | $730 | $150 | $150 |
| CITRIX SYSTEMS INC | 2019-03-23 | 2019-08-06 | $455 | $462 | -$7 | -$7 |
| CONAGARA BRANDS, INC | 2019-03-23 | 2019-08-06 | $882 | $1,143 | -$261 | -$261 |
| HD SUPPLY HLDGS INC | 2019-03-23 | 2019-08-06 | $762 | $879 | -$117 | -$117 |
| JUNIPER NETWORKS | 2019-03-23 | 2019-08-06 | $675 | $753 | -$78 | -$78 |
| MARATHON PETROLEUM CO | 2019-03-23 | 2019-08-06 | $641 | $935 | -$294 | -$294 |
| MARRIOTT INTL INC NEW CL A | 2019-03-23 | 2019-08-06 | $1,020 | $1,076 | -$56 | -$56 |
| PULTE GROUP INC | 2019-03-23 | 2019-08-06 | $1,667 | $1,569 | $98 | $98 |
| SEAGATE TECHNOLOGY PLC SHS | 2019-03-23 | 2019-08-06 | $1,062 | $1,397 | -$335 | -$335 |
| UNITED CONTL HOLDGS INC | 2019-03-23 | 2019-08-06 | $767 | $605 | $162 | $162 |
| WALT DISNEY CO | 2019-03-23 | 2019-08-06 | $1,108 | $793 | $315 | $315 |
| YUMI BRANDS INC | 2019-03-23 | 2019-08-06 | $1,501 | $1,052 | $449 | $449 |
| CISCO SYSTEMS INC | 2018-06-26 | 2019-09-10 | $589 | $516 | $73 | $73 |
| CITRIX SYSTEMS INC | 2018-06-26 | 2019-09-10 | $287 | $277 | $10 | $10 |
| CONAGARA BRANDS, INC | 2018-06-26 | 2019-09-10 | $1,022 | $1,251 | -$229 | -$229 |
| CORNING INC | 2018-06-26 | 2019-09-10 | $1,052 | $1,008 | $44 | $44 |
| DOVER CORP | 2018-06-26 | 2019-09-10 | $478 | $426 | $52 | $52 |
| FIFTH THIRD BANCORP | 2018-06-26 | 2019-09-10 | $1,195 | $1,350 | -$155 | -$155 |
| HD SUPPLY HLDGS INC | 2018-06-26 | 2019-09-10 | $1,508 | $1,738 | -$230 | -$230 |
| JUNIPER NETWORKS | 2018-06-26 | 2019-09-10 | $611 | $705 | -$94 | -$94 |
| KROGER COMPANY | 2018-06-26 | 2019-09-10 | $411 | $375 | $36 | $36 |
| MARATHON PETROLEUM CO | 2018-06-26 | 2019-09-10 | $597 | $791 | -$194 | -$194 |
| PHILIPS 66 | 2018-06-26 | 2019-09-10 | $1,233 | $1,375 | -$142 | -$142 |
| REGIONS FINANCIAL CORP | 2018-06-26 | 2019-09-10 | $255 | $290 | -$35 | -$35 |
| SPIRIT AEROSYSEMS HOLDINGS INC CLA | 2018-06-26 | 2019-09-10 | $930 | $921 | $9 | $9 |
| UNITED AIRLINES HLDGS INC | 2018-06-26 | 2019-09-10 | $262 | $203 | $59 | $59 |
| YUMI BRANDS INC | 2018-06-26 | 2019-09-10 | $688 | $475 | $213 | $213 |
| DAVITA INC | 2019-01-29 | 2019-10-08 | $325 | $336 | -$11 | -$11 |
| WALT DISNEY CO | 2019-01-29 | 2019-10-08 | $902 | $784 | $118 | $118 |
| AMERIPRISE FINANCIAL INC | 2019-03-23 | 2019-10-08 | $390 | $441 | -$51 | -$51 |
| BEST BUY CO | 2019-03-23 | 2019-10-08 | $330 | $336 | -$6 | -$6 |
| CITRIX SYSTEMS INC | 2019-03-23 | 2019-10-08 | $576 | $581 | -$5 | -$5 |
| CONAGARA BRANDS, INC | 2019-03-23 | 2019-10-08 | $899 | $1,143 | -$244 | -$244 |
| CORNING INC | 2019-03-23 | 2019-10-08 | $958 | $980 | -$22 | -$22 |
| DAVITA INC | 2019-03-23 | 2019-10-08 | $379 | $493 | -$114 | -$114 |
| FIFTH THIRD BANCORP | 2019-03-23 | 2019-10-08 | $612 | $753 | -$141 | -$141 |
| JUNIPER NETWORKS | 2019-03-23 | 2019-10-08 | $724 | $895 | -$171 | -$171 |
| KROGER COMPANY | 2019-03-23 | 2019-10-08 | $756 | $727 | $29 | $29 |
| MARATHON PETROLEUM CO | 2019-03-23 | 2019-10-08 | $359 | $447 | -$88 | -$88 |
| MARRIOTT INTL INC NEW CL A | 2019-03-23 | 2019-10-08 | $1,647 | $1,860 | -$213 | -$213 |
| PHILIPS 66 | 2019-03-23 | 2019-10-08 | $910 | $1,032 | -$122 | -$122 |
| SPIRIT AEROSYSEMS HOLDINGS INC CLA | 2019-03-23 | 2019-10-08 | $811 | $837 | -$26 | -$26 |
| UNION PACIFIC CORP | 2019-03-23 | 2019-10-08 | $616 | $531 | $85 | $85 |
| WALT DISNEY CO | 2019-03-23 | 2019-10-08 | $1,158 | $1,015 | $143 | $143 |
| YUMI BRANDS INC | 2019-03-23 | 2019-10-08 | $1,461 | $1,159 | $302 | $302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,827 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,835 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $667,047 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083705 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,108 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $726,547 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097871 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,839 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $749,637 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046474 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,217 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $746,776 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036446 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,838 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $758,240 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038033 | DistributionYr5Rt |
| Total Distribution | 0.302529 | TotalDistributionRt |
| Average Distribution | 0.060506 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $619,589 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $140 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,629 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,381 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $140 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $140 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $192 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $192 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52 | OverpaymentAmt |
| Applied To ES Tax | $52 | 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 | 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 | BARBARA K SCHOOR | IndividualWithBooksNm |
| Phone | 7325779833 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 BENDERMERE AVENUE | AddressLine1Txt |
| City | INTERLAKEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07712 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD M SCHOOR | ||||||||
| 174 CARMELA COURT | JUPITER | FL | 33478 | PRESIDENT AND TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARBARA K SCHOOR | ||||||||
| 515 BENDERMERE AVENUE | INTERLAKEN | NJ | 07712 | SECRETARY AND TRUSTEE | 0.25 | $0 | $0 | $0 |
| DEBRA SCOTT | ||||||||
| 4505 KINGS ABBOT WAY | NORCROSS | GA | 30092 | TREASURER AND TRUSTEE | 4.00 | $0 | $0 | $0 |
| JAMES J SERPICO | ||||||||
| 11 IRETON KEY | COLTS NECK | NJ | 07722 | VICE PRESIDENT AND TRUSTEE | 0.25 | $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 | $601,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $629,024 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $629,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $619,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $140 | TotalTaxAmt |
| Distributable Before Adj | $30,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,839 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,381 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $56,381 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $140 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $56,241 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $14,957 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,013 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,970 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,381 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,542 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,512 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $63,512 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $14,957 | ExcessFromYear2Amt |
| Excess From Year1 | $23,013 | ExcessFromYear1Amt |
| Excess From Current Year | $25,542 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PC | CHARITABLE GRANT | $100 | |
| AMERICAN RED CROSS | ||||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE GRANT | $1,500 | |
| CANUSO FOUNDATION | ||||||||
| 1010 KINGS HIGHWAY SOUTH BUILDING 1 | CHERRY HILL | NJ | 08034 | NONE | PC | CHARITABLE GRANT | $500 | |
| CHHANGE (CENTER FOR HOLOCAUST HUMAN RIGHTS & GENOCIDE EDUCATION) | ||||||||
| 765 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | NONE | PC | CHARITABLE GRANT | $250 | |
| CITY OF ASBURY PARK RECREATION TRUST FUND | ||||||||
| 1 MUNICIPAL PLAZA | ASBURY PARK | NY | 07712 | NONE | PC | CHARITABLE GRANT | $1,000 | |
| COLLIER SERVICES FOUNDATION INC | ||||||||
| 160 CONOVER ROAD | WICKATUNK | NJ | 07765 | NONE | PC | CHARITABLE GRANT | $10,000 | |
| FALLSBURG POP WARNER | ||||||||
| 749 BUDD ROAD | WOODBOURNE | NY | 12788 | NONE | PC | CHARITABLE GRANT | $250 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 200 CONNECTICUT AVE | NORWALK | CT | 06854 | NONE | PC | CHARITABLE GRANT | $600 | |
| LAFAYETTE COLLEGE | ||||||||
| 730 HIGH ST | EASTON | PA | 18042 | NONE | PC | CHARITABLE GRANT | $34,000 | |
| MARYS PLACE | ||||||||
| 15 BROADWAY | OCEAN GROVE | NJ | 07756 | NONE | PC | CHARITABLE GRANT | $500 | |
| MULTIPLE SCLEROSIS SOCIETY | ||||||||
| ASPEN CORPORATE PARK 1 1480 US | WOODBRIDGE | NJ | 07095 | NONE | PC | CHARITABLE GRANT | $100 | HIGHWAY 9 NORTH SUITE 301 |
| RUTGERS CANCER INSTITUTE OF NEW JERSEY | ||||||||
| 57 US HIGHWAY 1 | NEW BRUNSWICK | NJ | 089018554 | NONE | PC | CHARITABLE GRANT | $1,000 | |
| TEMPLE BETH SHALOM | ||||||||
| 108 FREEHOLD ROAD | MANALAPAN | NJ | 07726 | NONE | PC | CHARITABLE GRANT | $2,500 | |
| THE JUPITER MEDICAL CENTER FOUNDATION | ||||||||
| 1210 S OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | PC | CHARITABLE GRANT | $1,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,349 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,522 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VERISK ANALYTICS INC NTS 4.125% MATURES 9/12/22 | BondNm |
| EOY Book Value | $14,756 | EOYBookValueAmt |
| EOYFMV | $15,858 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $2,192 | $1,612 |
| PROCTER & GAMBLE CO | $5,359 | $5,359 |
| ALLY FINANCIAL INC | $4,077 | $4,778 |
| AMERIPRISE FINANCIAL INC | $19,816 | $20,110 |
| AMGEN INC | $7,697 | $8,530 |
| BEST BUY CO INC | $3,952 | $4,238 |
| CELANESE CORP NEW | $4,887 | $5,452 |
| CISCO SYSTEMS | $5,144 | $5,321 |
| CITIGROUP INC | $19,340 | $19,773 |
| CITRIX SYSTEMS INC | $4,609 | $4,681 |
| CORNING INC | $1,120 | $1,185 |
| CSX CORPORATION | $3,648 | $3,443 |
| DELTA AIR LINES INC | $4,440 | $4,406 |
| DOVER CORP | $2,055 | $2,389 |
| EBAY INC | $6,501 | $6,275 |
| FIFTH THIRD BANCORP | $4,124 | $3,926 |
| JUNIPER NETWORKS INC | $1,785 | $1,539 |
| KROGER COMPANY | $4,090 | $3,597 |
| MARATHON PATROLEUM | $1,921 | $1,535 |
| MCKESSON CORP | $1,739 | $1,729 |
| METLIFE INC | $9,254 | $9,686 |
| PHILIPS 66 | $4,360 | $4,906 |
| REGIONS FINANCIAL CORP | $4,921 | $4,267 |
| SPIRIT AEROSYSTEMS HOLDINGS | $3,713 | $3,846 |
| SYNCHRONY FINL | $2,220 | $2,405 |
| UNION PACIFIC CORP | $3,445 | $3,806 |
| VOYA FINL INC COM | $4,845 | $5,126 |
| WALGREENS BOOTS ALLIANCE INC | $4,850 | $4,602 |
| WESTERN UNION CO | $2,884 | $3,784 |
| YUMI BRANDS INC | $3,852 | $4,374 |
| ABBVIE INC COM | $1,220 | $1,193 |
| ALTICE USA INC CL A | $2,753 | $3,033 |
| ARCONIC INC | $1,770 | $1,950 |
| AUTOZONE INC | $1,978 | $2,289 |
| BANK OF AMER CORP | $3,083 | $3,440 |
| BOSTON PROPERTIES INC | $777 | $823 |
| CARDINAL HEALTH INC | $6,238 | $6,478 |
| CATEPILLAR INC | $2,443 | $2,756 |
| CF INDUSTRIES HOLDINGS INC | $2,696 | $2,449 |
| CHARTER COMMUNICATIONS | $949 | $1,404 |
| COMERICA INC | $3,539 | $2,944 |
| DEVON ENERGY CORP NEW | $2,531 | $1,663 |
| DISCOVER FINANCIAL SERVICES | $1,230 | $1,605 |
| FRANKLIN RESOURCES INC | $4,363 | $3,774 |
| HESS CORP | $1,849 | $2,038 |
| HOLLUYFRONTIER CORP COM | $783 | $879 |
| HUNTINGTON INGALLS INDA INC | $1,672 | $1,805 |
| INTL PAPER CO | $730 | $830 |
| JOHNSON CTLS INTL PLC | $1,973 | $2,037 |
| LAM RESEARCH CORP | $669 | $1,355 |
| LILLY ELI & CO | $4,251 | $4,330 |
| LINCOLN NATL CORP IND | $1,240 | $1,073 |
| NXP SEMICONDUCTORS N V COM EUR | $4,299 | $5,116 |
| ORACLE CORP | $1,939 | $2,016 |
| PFIZER | $1,228 | $1,305 |
| QUALCOMM INC | $4,735 | $5,711 |
| REGENCY CENTERS CORP | $762 | $740 |
| ROCKWELL AUTOMATIONS INC NEW | $4,348 | $4,300 |
| STARBUCKS CORP | $3,198 | $3,552 |
| TREADYNE INC | $504 | $551 |
| TEXTRON INC | $3,674 | $3,226 |
| UNITED AIRLINES HLDGS INC | $1,805 | $1,908 |
| WATER CORP | $4,488 | $4,444 |
| WELLS FARGO & CO NEW | $7,174 | $7,796 |
| WHIRLPOOL CORP | $1,529 | $1,673 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $334,029 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $353,229 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $160 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $6,072 | Amt |
| Net Investment Income | $6,072 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NJ STATE | CategoryTxt |
| Amt | $31 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31 | DisbursementsCharitablePrpsAmt |