HOLLYWOOD EMPLOYEE EDUCATIONAL FUND INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HOLLYWOOD EMPLOYEE EDUCATIONAL FUND INC (EIN 20-2024720)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-23
- IRS object ID
- 202032679349100303
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-23T08:44:59-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CRAWFORDS CORNER ROAD SUITE | AddressLine1Txt |
| Address Line2 | 2316 | AddressLine2Txt |
| City | HOLMDEL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07733 | 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 | 202024720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLYWOOD EMPLOYEE EDUCATIONAL FUND INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEROLD L ZARO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLL | BusinessNameControlTxt |
| Phone | 9736435785 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 STRATFORD ROAD | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEROLD L ZARO ESQ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9736435757 | PhoneNum |
| Signature | 2020-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 7325780700 | PhoneNum |
| Preparation | 2020-09-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.243.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-21 | IPDt |
| IP Tm | 11:00:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F9BA0E82A6D947CC92540FBC56E8B73643681DA5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-02-16 14:24:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $241,262 | 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 |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $0 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | 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 Expenses Rev And Expnss | $147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $147 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $147 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,947 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,947 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,094 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,094 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $272,356 | CashBOYAmt |
| Cash EOY | $241,262 | CashEOYAmt |
| Cash EOYFMV | $241,262 | CashEOYFMVAmt |
| Total Assets BOY | $272,356 | TotalAssetsBOYAmt |
| Total Assets EOY | $241,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $241,262 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $272,356 | RetainedEarningBOYAmt |
| Retained Earning EOY | $241,262 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $272,356 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $241,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $272,356 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $241,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $272,356 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,094 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $241,262 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $241,262 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,960 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $189,943 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.215644 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,338 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $136,900 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.375004 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,077 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $90,317 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.321944 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,836 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,054 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.071235 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,993 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.535273 | DistributionYr5Rt |
| Total Distribution | 2.519100 | TotalDistributionRt |
| Average Distribution | 0.503820 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $252,956 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,444 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $127,444 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,094 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | JEROLD L ZARO | IndividualWithBooksNm |
| Phone | 9736435785 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE RIVERFRONT PLAZA | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07102 | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|
| CINDY VAN BRUNT | ||||||||
| 307 OLD DEAL ROAD | EATONTOWN | NJ | 07724 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JACK ANGELO | ||||||||
| 1 WEST 72ND STREET | NEW YORK | NY | 10023 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JAMES AARON | ||||||||
| 10 MUNCY DRIVE | WEST LONG BRANCH | NJ | 07764 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JEFFREY GOULD | ||||||||
| 787 OCEAN AVENUE APARTMENT 311 | LONG BRANCH | NJ | 07740 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JEN WHYMAN | ||||||||
| 171 EAST 84TH STREET APARTMENT 31-E | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JEROLD ZARO | ||||||||
| 25 STRATFORD ROAD | HARRISON | NJ | 10528 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JESSE ANGELO | ||||||||
| 1 WEST 72ND STREET | NEW YORK | NY | 10023 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JUDY ANGELO | ||||||||
| 1 WEST 72ND STREET | NEW YORK | NY | 10023 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JUDY BERG | ||||||||
| 206 HERITAGE COURT | LITTLE SILVER | NJ | 07739 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| KATE ANGELO | ||||||||
| 1 WEST 72ND STREET | NEW YORK | NY | 10023 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| NEIL ROBINSON | ||||||||
| 2 THISTLE LANE | HOLMDEL | NJ | 07733 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| PAUL DROBBIN | ||||||||
| 9 OAKCREST COURT | HOLMDEL | NJ | 07733 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| STEPHAN LOWY | ||||||||
| 75 TECUMSEH AVENUE | OCEANPORT | NJ | 07757 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| TOM JACOBSON | ||||||||
| 6 SQUAN SONG LANE | COLTS NECK | NJ | 07722 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| VICKI PORTMAN | ||||||||
| 154 STANWICK COURT | HOLMDEL | NJ | 07733 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| WENDY WINIK | ||||||||
| 4 MUNCY DRIVE | WEST LONG BRANCH | NJ | 07764 | TRUSTEE | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $256,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $256,808 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $256,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $252,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,648 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $12,648 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,648 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,648 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,094 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,094 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,094 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,648 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,525 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,883 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,561 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,493 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,463 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $155,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,094 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,648 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,446 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $174,371 | 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 | $15,525 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $158,846 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,883 | ExcessFromYear4Amt |
| Excess From Year3 | $24,561 | ExcessFromYear3Amt |
| Excess From Year2 | $44,493 | ExcessFromYear2Amt |
| Excess From Year1 | $31,463 | ExcessFromYear1Amt |
| Excess From Current Year | $18,446 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DEPARTMENT OF EDUCATION | ||||||
| 1312 TURNER AVENUE | OCEAN | NJ | 07712 | GOV | SCHOLARSHIP | $4,978 |
| DISCOVER FINANCIAL SERVICES | ||||||
| 135 NORTH LOVETT AVENUE | LITTLE SILVER | NJ | 07739 | NC | SCHOLARSHIP | $2,844 |
| NAVIENT STUDENT LOANS | ||||||
| 1312 TURNER AVENUE | OCEAN | NJ | 07712 | NC | SCHOLARSHIP | $1,846 |
| RUTGERS UNIVERSITY | ||||||
| 135 NORTH LOVETT AVENUE | LITTLE SILVER | NJ | 07739 | PC | SCHOLARSHIP | $5,176 |
| SALLIE MAE BANK | ||||||
| 414 TERRACE AVENUE | TOMS RIVER | NJ | 08753 | NC | SCHOLARSHIP | $16,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,947 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $120 | $0 | $120 |
| BANK FEES/SERVICE CHARGES | $27 | $0 | $27 |