STRATEGY STUDIO / PUBLIC DATA EXPLORER

MORRIS AND CHARLOTTE TANENBAUM FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MORRIS AND CHARLOTTE TANENBAUM FAMILY FOUNDATION INC (EIN 22-3548832)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201911349349101171
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-14T09:26:19-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222137060PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AJ SANTYE & CO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line136 E MAIN STREETAddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08876ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223548832EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORRIS & CHARLOTTE TANENBAUM FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMORRBusinessNameControlTxt
Phone9738200019PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1319 BROOKLYN BOULEVARDAddressLine1Txt
CitySEA GIRTCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08750ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL A TANENBAUMPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J DOOLEY CPAPreparerPersonNm
PTINP00433604PTIN
Phone9087041400PhoneNum
Preparation2019-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.172.33.191IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm09:26:19IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCA01C3F707A27E4D1DC1725A55285E01C3F4DC3FAtSubmissionCreationDeviceId
At Submission Filing Device Id41351A86BC3E2A02F051F238E970DD1FCB35CD49AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,343,292FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$75,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$175InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$175InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,238DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,238DividendsNetInvstIncmAmt
Total Rev And Expnss$106,413TotalRevAndExpnssAmt
Total Net Invst Incm$31,413TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$975AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$55OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$55OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,030TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,030TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$59,530TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$59,530TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$46,883ExcessRevenueOverExpensesAmt
Net Investment Income$31,413NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$658CashBOYAmt
Cash EOY$16,401CashEOYAmt
Cash EOYFMV$16,401CashEOYFMVAmt
Sav And Temp Cash Invst BOY$47,629SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$48,687SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$48,687SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,028,038CorporateStockBOYAmt
Corporate Stock EOY$1,058,120CorporateStockEOYAmt
Corporate Stock EOYFMV$1,278,204CorporateStockEOYFMVAmt
Total Assets BOY$1,076,325TotalAssetsBOYAmt
Total Assets EOY$1,123,208TotalAssetsEOYAmt
Total Assets EOYFMV$1,343,292TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,076,325RetainedEarningBOYAmt
Retained Earning EOY$1,123,208RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,076,325TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,123,208TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,076,325TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,123,208TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,076,325TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$46,883ExcessRevenueOverExpensesAmt
Subtotal$1,123,208SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,123,208TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,027AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,287,223NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.008567DistributionYr1Rt
Adjusted Qlfy Distri Yr2$100,735AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,303,040NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.077308DistributionYr2Rt
Adjusted Qlfy Distri Yr3$74,147AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,286,488NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.057635DistributionYr3Rt
Adjusted Qlfy Distri Yr4$62,011AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,065,850NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058180DistributionYr4Rt
Adjusted Qlfy Distri Yr5$65,271AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,014,017NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.064369DistributionYr5Rt
Total Distribution0.266059TotalDistributionRt
Average Distribution0.053212AverageDistributionRt
Net Vl Noncharitable Assets$1,364,926NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$72,630AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$314NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$72,944AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$59,530QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$628InvestmentIncomeExciseTaxAmt
Subtotal$628SubtotalAmt
Tax Based On Investment Income$628TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$580EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$580TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Tax Due$49TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL A TANENBAUMIndividualWithBooksNm
Phone9738200019PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1319 BROOKLYN BLVDAddressLine1Txt
CitySEA GIRTCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08750ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MORRIS TANENBAUM
74 FALMOUTH STREETSHORT HILLSNJ07078PRESIDENT0.50$0$0$0
CHARLOTTE TANENBAUM
74 FALMOUTH STREETSHORT HILLSNJ07078VICE PRESIDE0.50$0$0$0
MICHAEL A TANENBAUM
319 BROOKLYN BLVDSEA GIRTNJ08750TREASURER0.50$0$0$0
ROBIN B TANENBAUM
47 TIMBERLINE DRIVEPOUGHKEEPSIENY12603SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,308,782AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,930AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,385,712TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,385,712AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,786CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,364,926NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,246MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,246MinimumInvestmentReturnAmt
Tax Based On Investment Income$628TaxBasedOnInvestmentIncomeAmt
Total Tax$628TotalTaxAmt
Distributable Before Adj$67,618DistributableBeforeAdjAmt
Distributable Before Ded$67,618DistributableBeforeDedAmt
Distributable As Adjusted$67,618DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$59,530ExpensesAndContributionsAmt
Qualifying Distributions$59,530QualifyingDistributionsAmt
Adjusted Qualifying Distri$59,530AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,618DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$25,039ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$25,039TotalExcessDistributionCyovAmt
Qualifying Distributions$59,530QualifyingDistributionsAmt
Applied To Current Year$59,530AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$8,088ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,088ExcessDistributionCyovAppCYAmt
Total Corpus$16,951TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$16,951ExcessDistriCyovToNextYrAmt
Excess From Year2$16,951ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL TANENBAUMContributingManagerNm
Contributing ManagerMORRIS TANENBAUMContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHAEL TANENBAUMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1319 BROOKLYN BLVDAddressLine1Txt
CitySEA GIRTCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08750ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9738200019RecipientPhoneNum
Form And Info And MaterialsBY LETTER ONLYFormAndInfoAndMaterialsTxt
Submission DeadlinesJULY 31 OF THE CURRENT CALENDAR YEARSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ACADEMY OF ARTS SCIENCES
136 IRVING STREETCAMBRIDGEMA021381996PUBLICGENERAL$500
EMERSON COLLEGE
120 BOYLSTON STREETBOSTONMA02116PUBLICGENERAL$500
FULFILL
3300 NEW JERSEY 66NEPTUNE TOWNSHIPNJ07753PUBLICGENERAL$750
HABITAT FOR HUMANITY
111 JOHN STREETNEW YORKNY100383109PUBLICGENERAL$50023RD FLOOR
HOMES FOR OUR TROOPS
6 MAIN STREETTAUNTONMA02780PUBLICGENERAL$500
JOHNS HOPKINS UNIVERSITY
GARLAND HALLBALTIMOREMD212182688PUBLICSCHOLARSHIPS$7,0002400 N CHARLES STREET
MASSACHUSETTS INSTITUTE OF TECH
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139PUBLICGENERAL$1,000E19 510
NEWARK MUSEUM
49 WASHINGTON STREETNEWARKNJ071023176PUBLICGENERAL$500
NJ SYMPHONY ORCHESTRA
2 CENTRAL AVENUENEWARKNJ071023173PUBLICGENERAL$10,000
NJITMURRAY CENTER
323 DR MARTIN LUTHERNEWARKNJ07102PUBLICGENERAL$2,000KING JR BOULEVARD
OVERLOOK FOUNDATION
36 UPPER OVERLOOK ROADSUMMITNJ07901PUBLICGENERAL$20,000
PAPER MILL PLAYHOUSE
22 BROOKSIDE DRIVEMILLBURNNJ07041PUBLICGENERAL$250
PRINCETON UNIVERSITY
PO BOX 140PRINCETONNJ085440140PUBLICGENERAL$10,000
PROJECT TO HEAL
7008 PROVIDENCE ROAD SOUTWAXHAWNC28173PUBLICGENERAL$750
PUSH TO WALK NJ
6 N CORPORATE DRIVERIVERDALENJ07457PUBLICGENERAL$2,500
THIRTEENWNET
825 EIGHTH AVENUENEW YORKNY10019PUBLICGENERAL$1,500
YAD VASHEM
POB 3477NEW YORKNY10018PUBLICGENERAL$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$175ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,238ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$31,413ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,413TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MICHAEL TANENBAUM
1319 BROOKLYN BLVDSEA GIRTNJ08750$50,000Yes (X)
MORRIS TANENBAUM
274 FALMOUTH STREETSHORT HILLSNJ07078$25,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAJ SANTYE & CO.CategoryTxt
Amt$975Amt
Disbursements Charitable Prps$975DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD INTERMEDIATE TERM BOND FUND$674,828$747,680
VANDUARD INDEX 500 FUND$198,764$404,299
FIDELITY - CABOT OIL$184,528$126,225

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$30$30
NEW JERSEY ANNUAL REPORT FEE$25$25