AMY KLETTE NEWMAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AMY KLETTE NEWMAN FOUNDATION (EIN 58-2524051)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-03
- IRS object ID
- 201932469349100123
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-03T15:30:29-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223077810 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY AND SCHWARTZ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 ROUTE 17 NORTH SUITE 305 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 076521415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582524051 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY KLETTE NEWMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMYK | BusinessNameControlTxt |
| Phone | 2128855158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WEST END AVE APT 10C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL JOSEPH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128855158 | PhoneNum |
| Signature | 2019-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES GREGORY | PreparerPersonNm |
| PTIN | P01259793 | PTIN |
| Phone | 2019860007 | PhoneNum |
| Preparation | 2019-09-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.99.178.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-03 | IPDt |
| IP Tm | 16:28:35 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 572D8DF83AE0C43AEC23A587400F0650389E46F8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 572D8DF83AE0C43AEC23A587400F0650389E46F8 | 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 | $3,750,868 | 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 | $96,774 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,774 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $192,083 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,050,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $192,083 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $288,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $288,857 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,987 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,948 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,537 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,085 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $274,320 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,174 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,174 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,868,480 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,985,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,972,844 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,919,144 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,830,723 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,750,850 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,821,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,843,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,750,868 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,821,782 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,843,054 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,821,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,843,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,821,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,843,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,821,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,843,054 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,843,054 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EATON VANCE GL MACRO | P | 2018-04-11 | 2018-10-04 | $11,974 | $11,925 | $49 | $49 |
| AQR MANAGED FUTURES | P | 2016-05-17 | 2018-11-07 | $3,190 | $3,646 | -$456 | -$456 |
| AQR MULTI STRGY | P | 2016-03-04 | 2018-11-07 | $968 | $1,153 | -$185 | -$185 |
| EATON VANCE GLOBAL | P | 2016-06-01 | 2018-04-11 | $17,151 | $17,018 | $133 | $133 |
| FIDELITY SAI EMERG MKTS | P | 2016-05-17 | 2018-12-12 | $12,637 | $11,337 | $1,300 | $1,300 |
| FIDELITY SAI INTL | P | 2017-04-18 | 2018-11-07 | $3,235 | $3,186 | $49 | $49 |
| FIDELITY SAI US LARGE CAP | P | 2016-07-26 | 2018-11-07 | $3,641 | $3,022 | $619 | $619 |
| PIMCO COMMODITY | P | 2016-03-17 | 2018-11-07 | $2,436 | $2,584 | -$148 | -$148 |
| STRATEGIC ADVISERS | P | 2013-07-05 | 2018-11-07 | $121,179 | $94,470 | $26,709 | $26,709 |
| STRATEGIC ADVISERS | P | 2013-03-01 | 2018-12-27 | $251,887 | $251,522 | $365 | $365 |
| STRATEGIC ADVISERS EMERGING | P | 2015-03-26 | 2018-11-07 | $20,640 | $16,467 | $4,173 | $4,173 |
| STRATEGIC ADVISERS GROWTH | P | 2013-03-04 | 2018-11-07 | $75,303 | $57,896 | $17,407 | $17,407 |
| STRATEGIC ADVISERS INCOME OP | P | 2013-03-04 | 2018-12-12 | $21,095 | $22,925 | -$1,830 | -$1,830 |
| STRATEGIC ADVISERS INTL | P | 2013-03-04 | 2018-11-07 | $69,869 | $59,380 | $10,489 | $10,489 |
| STRATEGIC ADVISERS SHORT DURATION | P | 2013-03-04 | 2018-12-12 | $120,868 | $121,558 | -$690 | -$690 |
| STRATEGIC ADVISERS SMALL CAP | P | 2013-03-04 | 2018-11-07 | $120,868 | $121,558 | -$690 | -$690 |
| STRATEGIC ADVISERS MID CAP | P | 2013-03-04 | 2018-11-07 | $34,653 | $29,065 | $5,588 | $5,588 |
| STRATEGIC ADVISERS-VALU | P | 2013-03-04 | 2018-11-07 | $36,979 | $30,011 | $6,968 | $6,968 |
| CAPITAL GAINS DIVIDENDS | P | $122,233 | $122,233 | $122,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $192,083 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $223,122 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,130,185 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054022 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $213,305 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,956,730 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053909 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $280,509 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,125,004 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068002 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $273,307 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $219,500 | AdjustedQlfyDistriYr5Amt |
| Total Distribution | 0.175933 | TotalDistributionRt |
| Average Distribution | 0.035187 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,074,447 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $143,368 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,743 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $146,111 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $230,500 | 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 | $2,743 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,743 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,743 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,957 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,957 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $214 | OverpaymentAmt |
| Applied To ES Tax | $214 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL JOSEPH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128855158 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WEST END AVE APT 10C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARC JOSEPH | ||||||||
| 655 POMANDER WALK APT 3 | TEANECK | NJ | 07666 | TRUSTEE | 25.00 | $15,000 | $0 | $0 |
| CAROL JOSEPH | ||||||||
| 473 W END AVE APT 10C | NEW YORK | NY | 10024 | 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 | $4,101,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,136,494 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,136,494 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,047 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,074,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,743 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,743 | TotalTaxAmt |
| Distributable Before Adj | $200,979 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,979 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $200,979 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $230,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,743 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $227,757 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $77,931 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,858 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,369 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $116,158 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $230,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $200,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,521 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $145,679 | 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 | $145,679 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $77,931 | ExcessFromYear3Amt |
| Excess From Year2 | $16,858 | ExcessFromYear2Amt |
| Excess From Year1 | $21,369 | ExcessFromYear1Amt |
| Excess From Current Year | $29,521 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJWS | |||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $15,000 |
| ALZEIMER'S FOUNDATION OF AMERICA | |||||||
| 9370 OLIVE BOULEVARD | ST LOUIS | MO | 63132 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 122 EAST 42ND STREET 18 | NEW YORK | NY | 10168 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,500 |
| BOTTOMLESS CLOSET | |||||||
| 16 EAST 52ND STREET 15TH FLOOR | NEW YORK | NY | 10022 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| CORNELL LAW SCHOOL | |||||||
| PO BOX 25838 | LEHIGH VALLEY | PA | 18003 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| DREW UNIVERSITY | |||||||
| 36 MADISON AVENUE | MADISON | NJ | 07940 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 |
| EMPOWER YOLO INC | |||||||
| 175 WALNUT ST | WOODLAND | CA | 95695 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $3,000 |
| ENGLEWOOD HOSPITAL & MEDICAL CENTER | |||||||
| 350 ENGLE ST | ENGLEWOOD | NJ | 07631 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION | |||||||
| 360 ESSEX STREET SUITE 301 | HACKENSACK | NJ | 07601 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| HELEN DAY ART CENTER | |||||||
| 90 POND STREET | STOWE | VT | 05672 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,500 |
| HOLY NAME HEALTH CARE FOUNDATION | |||||||
| 718 TEANECK ROAD | TEANECK | NJ | 07666 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,000 |
| ISRAEL POLICY FORUM | |||||||
| 140 WEST 57TH STREET | NEW YORK | NY | 10019 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $25,000 |
| JCC OF MANHATTAN | |||||||
| 334 AMSTERDAM AVE | NEW YORK | NY | 10023 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $15,000 |
| JEWISH HOME AT ROCKLEIGH | |||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| KAPLEN JCC ON THE PALISADES | |||||||
| 411 EAST CLINTON AVE | TENAFLY | NJ | 07670 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $25,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 633 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10017 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| MOVING TRADITIONS | |||||||
| 8380 OLD YORK DRIVE | ELKINS PARK | PA | 19027 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| NATIONAL ALLIANCE BORDERLINE PERSONALITY DISORDER (NEABPD) | |||||||
| 10 QUARRY CT | ST ALBANS | VT | 05478 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONSTO FUND NORMAL OPERATIONS | $10,000 |
| NEW YORK CENTER FOR LAW AND JUSTICE | |||||||
| 2095 BROADWAY | NEW YORK | NY | 10023 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| NEW YORK PRESBYTERIAN WEIL CORNELL | |||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| PHOEBE FOUNDATION | |||||||
| 801 WOODCREST DRIVE | SPRING LAKE HEIGHTS | NJ | 07762 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,000 |
| ROOSEVELT INSTITUTE | |||||||
| 570 LEXINGTON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $7,500 |
| SHARSHERET | |||||||
| 1086 TEANECK RD | TEANECK | NJ | 07666 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| SMITHSONIAN MUSEUM OF NATURAL HISTORY | |||||||
| 10TH ST CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| THE BROTHERHOOD SISTER SOL | |||||||
| 512 WEST 143RD ST | NEW YORK | NY | 10031 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $15,000 |
| THE GOOD PEOPLE FUND INC | |||||||
| 384 WYOMING AVE | MILLBURN | NJ | 07041 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONSTO FUND NORMAL OPERATIONS | $2,500 |
| TREE DAVIS | |||||||
| PO BOX 72053 | DAVIS | CA | 95616 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,500 |
| UNITED STATES NAVY MEMORIAL | |||||||
| PO BOX 96570 | WASHINGTON | DC | 20090 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| WESTSIDE CAMPAIGN AGAINST HUNGER | |||||||
| 263W 86TH STREET | NEW YORK | NY | 10024 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,500 | 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 | $96,774 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $192,083 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $288,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $288,857 | 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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,830,723 | EOYBookValueAmt |
| EOYFMV | $1,750,850 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,985,157 | EOYBookValueAmt |
| EOYFMV | $1,972,844 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $14,537 | $14,537 | $0 |
| PAYROLL PROCESSING FEES | $2,411 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $2,987 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |