GEORGE B ALLEN AND DIANA ALLEN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE B ALLEN AND DIANA ALLEN FAMILY FOUNDATION (EIN 22-3661255)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2019-06-20
- IRS object ID
- 201901719349100210
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-20T12:39:26-05:00 | ReturnTs |
| Tax Period End | 2019-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223339838 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GB ALLEN CASTRO & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 ROUTE 17 NORTH SUITE 350 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 076522808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223661255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE AND DIANA ALLEN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2012627878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 140 ROUTE 17 NORTH | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07652 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE B ALLEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2012627878 | PhoneNum |
| Signature | 2019-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE B ALLEN | PreparerPersonNm |
| PTIN | P00429952 | PTIN |
| Phone | 2012627878 | PhoneNum |
| Preparation | 2019-06-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.184.37.199 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-20 | IPDt |
| IP Tm | 12:39:26 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F535C6FD2BE3326567D1C84B79A8ECF6D57D018A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F535C6FD2BE3326567D1C84B79A8ECF6D57D018A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $493,368 | 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 | $111,068 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,658 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,658 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,123,878 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,982 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $15,189 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $142,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,640 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,847 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $4,298 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,298 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $726 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $726 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,129 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,640 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,847 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,241 | CashBOYAmt |
| Cash EOY | $2,278 | CashEOYAmt |
| Cash EOYFMV | $2,278 | CashEOYFMVAmt |
| Corporate Stock BOY | $378,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $454,245 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $449,422 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $41,668 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,668 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $390,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $498,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $493,368 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $390,487 | UnrestrictedBOYAmt |
| Unrestricted EOY | $498,191 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $390,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $498,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $390,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $498,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $390,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,704 | ExcessRevenueOverExpensesAmt |
| Subtotal | $498,191 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $498,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ETRADE OPTIONS | P | 2018-06-01 | 2019-05-31 | $342,553 | $338,518 | $4,035 | $4,035 |
| ETRADE | P | 2018-06-01 | 2019-05-31 | $771,078 | $759,924 | $11,154 | $11,154 |
| ETRADE | P | 2017-01-01 | 2019-05-31 | $10,247 | $8,454 | $1,793 | $1,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,982 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15,189 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,888 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $299,272 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.116576 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,627 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $85,279 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.277055 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,762 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $62,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.463619 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $37,080 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.494202 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,464 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,978 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.699175 | DistributionYr5Rt |
| Total Distribution | 2.050627 | TotalDistributionRt |
| Average Distribution | 0.410125 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $475,112 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $194,855 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $316 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $195,171 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,004 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $633 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $633 | SubtotalAmt |
| Tax Based On Investment Income | $633 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $648 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GB ALLEN ASSOCIATES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2012627878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 RT 17N STE 350 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE B ALLEN | ||||||||
| 241 CAMBRIDGE OAKS | PARK RIDGE | NJ | 07656 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| DIANA ALLEN | ||||||||
| 241 CAMBRIDGE OAKS | PARK RIDGE | NJ | 07656 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $429,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,827 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,668 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $482,347 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $482,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $475,112 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $633 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $633 | TotalTaxAmt |
| Distributable Before Adj | $23,123 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,123 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,123 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,004 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,004 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,004 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,123 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,327 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,543 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,804 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,432 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,649 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $98,755 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,004 | QualifyingDistributionsAmt |
| Applied To Current Year | $23,123 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,881 | RemainingDistriFromCorpusAmt |
| Total Corpus | $110,636 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,327 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $94,309 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,543 | ExcessFromYear4Amt |
| Excess From Year3 | $25,804 | ExcessFromYear3Amt |
| Excess From Year2 | $19,432 | ExcessFromYear2Amt |
| Excess From Year1 | $20,649 | ExcessFromYear1Amt |
| Excess From Current Year | $11,881 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VARIOUS - SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 701 | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07675 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $29,875 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,875 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $14,658 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $16,982 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,640 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GEORGE ALLEN | |||||||
| 1 | 241 CAMBRIDGE OAKS | PARK RIDGE | NJ | 07656 | $25,000 | Yes (X) | |
| GEORGE ALLEN | |||||||
| 2 | 241 CAMBRIDGE OAKS | PARK RIDGE | NJ | 07656 | $44,400 | Yes (X) | |
| GEORGE ALLEN | |||||||
| 3 | 241 CAMBRIDGE OAKS | PARK RIDGE | NJ | 07656 | $41,668 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 200 SHARES OF APPLE | $44,400 | 2018-10-31 |
| 3 | .7576% INTEREST IN PARK MANOR LP | $41,668 | 2018-04-15 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ETRADE | StockNm |
| EOY Book Value | $454,245 | EOYBookValueAmt |
| EOYFMV | $449,422 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARK MANOR REALTY LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $41,668 | BookValueAmt |
| EOYFMV | $41,668 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| REGISTRATION FEES | $30 | $30 |
| MISCELLANOUS | $75 | $75 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,298 | Amt |
| Disbursements Charitable Prps | $4,298 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - FEDERAL | CategoryTxt |
| Amt | $726 | Amt |
| Disbursements Charitable Prps | $726 | DisbursementsCharitablePrpsAmt |