STRATEGY STUDIO / PUBLIC DATA EXPLORER

JEWISH FEDERATION OF GREATER: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER (EIN 22-1551930)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-04-12
IRS object ID
201931029349100318
Schema version
2017v2.3
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)
Return2019-04-12T15:25:28-05:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221655803PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DORFMAN ABRAMS MUSIC LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 PEHLE AVE SUITE 702AddressLine1Txt
CitySADDLE BROOKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07663ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN221551930EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF GREATERBusinessNameLine1Txt
Business Name Line2CLIFTON-PASSAICBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone9737777031PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 MAIN AVENUEAddressLine1Txt
CityPASSAICCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07055ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOAN GOTTLIEBPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9737777031PhoneNum
Signature2019-04-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW SILVERSTEIN CPAPreparerPersonNm
PTINP00359249PTIN
Phone2014039750PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.22.41.242IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-11IPDt
IP Tm14:38:47IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id27CB7FDE425813C83D9EEB6865375932AAAEF605AtSubmissionCreationDeviceId
At Submission Filing Device Id72801F05FCDC4F1FB6E5A7637EBB8FB54822E0A2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$778,770FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$24,063DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,063DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,322NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,322GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,322CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$16,492OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16,426OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$64,877TotalRevAndExpnssAmt
Total Net Invst Incm$64,811TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,805OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$71,643OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,869OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$73,448TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,869TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,198TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,869TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,321ExcessRevenueOverExpensesAmt
Net Investment Income$60,942NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$100,834CashBOYAmt
Cash EOY$89,084CashEOYAmt
Cash EOYFMV$89,084CashEOYFMVAmt
Other Investments BOY$718,381OtherInvestmentsBOYAmt
Other Investments EOY$689,686OtherInvestmentsEOYAmt
Other Investments EOYFMV$689,686OtherInvestmentsEOYFMVAmt
Total Assets BOY$819,215TotalAssetsBOYAmt
Total Assets EOY$778,770TotalAssetsEOYAmt
Total Assets EOYFMV$778,770TotalAssetsEOYFMVAmt
Accounts Payable BOY$5,000AccountsPayableBOYAmt
Accounts Payable EOY$5,000AccountsPayableEOYAmt
Other Liabilities BOY$30,751OtherLiabilitiesBOYAmt
Other Liabilities EOY$14,325OtherLiabilitiesEOYAmt
Total Liabilities BOY$35,751TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,325TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$78,741UnrestrictedBOYAmt
Unrestricted EOY$75,665UnrestrictedEOYAmt
Temporarily Restricted BOY$704,723TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$683,780TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$783,464TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$759,445TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$819,215TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$778,770TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$783,464TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,321ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$774,143SubtotalAmt
Other Decreases$14,698OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$759,445TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCRAT / CRUT INVESTMENTS, NETPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-01-01AcquiredDt
Sold2018-09-30SoldDt
Gross Sales Price$24,322GrossSalesPriceAmt
Gain Or Loss$24,322GainOrLossAmt
Gains Minus Excess Or Losses$24,322GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$24,322CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,607AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$103,392NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.092918DistributionYr1Rt
Total Distribution0.092918TotalDistributionRt
Average Distribution0.092918AverageDistributionRt
Net Vl Noncharitable Assets$91,136NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,468AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$609NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,077AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,219InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,219SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,219TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$17EsPenaltyAmt
Tax Due$1,236TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BOOKKEEPERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9737777031PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1925 ALLWOOD ROADAddressLine1Txt
CityCLIFTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07012ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HERBERT KLIEN
C/O 925 ALLWOOD ROADCLIFTONNJ07012TRUSTEE1.00$0$0$0
MARC LENNER
C/O 925 ALLWOOD ROADCLIFTONNJ07012TRUSTEE1.00$0$0$0
MARK LEVENSON
C/O 925 ALLWOOD ROADCLIFTONNJ07012TRUSTEE1.00$0$0$0
MORRIS YAMNER
C/O 925 ALLWOOD ROADCLIFTONNJ07012TRUSTEE1.00$0$0$0
JANE GRUBIN
C/O 925 ALLWOOD ROADCLIFTONNJ07012VICE PRESIDENT1.00$0$0$0
GORDON BRAVERMAN
C/O 925 ALLWOOD ROADCLIFTONNJ07012VICE PRESIDENT1.00$0$0$0
JOAN GOTTLIEB
C/O 925 ALLWOOD ROADCLIFTONNJ07012PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$92,524AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$92,524TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$92,524AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,388CashDeemedCharitableAmt
Net Vl Noncharitable Assets$91,136NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,557MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,557MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,219TaxBasedOnInvestmentIncomeAmt
Total Tax$1,219TotalTaxAmt
Distributable Before Adj$3,338DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,338DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,338DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,338DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$4,900ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,900TotalExcessDistributionCyovAmt
Qualifying Distributions$750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$750AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,588ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,588ExcessDistributionCyovAppCYAmt
Total Corpus$2,312TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,312ExcessDistriCyovToNextYrAmt
Excess From Year1$2,312ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBOOKKEEPPERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1925 ALLWOOD ROADAddressLine1Txt
CityCIFTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07012ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9737777031RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FAMILY SERVICES OF CLIFTON-PASSAICBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1110 MAIN AVENUEAddressLine1Txt
CityPASSAICCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07055ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCAMP SCHOLARSHIPSGrantOrContributionPurposeTxt
Amt$750Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$24,063RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,492RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$24,322RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$64,877RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$64,877TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4REVENUE SOURCES USED TO FUND GRANTS TO OTHER ORGANIZATIONS
7REVENUE SOURCES USED TO FUND GRANTS TO OTHER ORGANIZATIONS
8REVENUE SOURCES USED TO FUND GRANTS TO OTHER ORGANIZATIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCRAT / CRUT INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$689,686BookValueAmt
EOYFMV$689,686EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENT VALUE$13,748
FEDERAL TAXES$950

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$300$0$0
INSURANCE$9,196$0$0
CRAT / CRUT AMINISTRATIVE EXPENSE$3,869$3,869$0
ANNUITY EXPENSE - POST LIFE EXPECTANCY$58,223$0$0
NEW JERSEY TAXES$55$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME$66$0$66
CHANGE IN CRUT ANNUITY$16,426$16,426$16,426

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescANNUITY PAYALBLEDesc
BOY Book Value$30,751BOYBookValueAmt
EOY Book Value$14,325EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,805Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt