SCHOOR FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SCHOOR FAMILY FOUNDATION INC (EIN 20-0514639)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-09-16
- IRS object ID
- 201942599349100224
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-16T14:36:14-05:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 FROEHLICH FARM BLVD | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200514639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHOOR FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 9735779833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 CARMELA COURT | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33478 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD SCHOOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9735779833 | PhoneNum |
| Signature | 2019-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MORDECAI LERER | PreparerPersonNm |
| PTIN | P00490856 | PTIN |
| Phone | 5169925900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.91.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-16 | IPDt |
| IP Tm | 12:21:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 329EA1DBF22C6FCD16A318323E1D8531AB1FC902 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $625,985 | 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 | $25,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,599 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $421,079 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,818 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,417 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,818 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,818 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $297 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $342 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $342 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,457 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $3,757 | CashEOYAmt |
| Cash EOYFMV | $3,757 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,989 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $388,243 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $390,086 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $385,825 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $247,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $219,755 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $210,302 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $29,206 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,289 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,112 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $690,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $653,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $625,985 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $690,303 | RetainedEarningBOYAmt |
| Retained Earning EOY | $653,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $690,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $653,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $690,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $653,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $690,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,640 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $660,663 | SubtotalAmt |
| Other Decreases | $6,787 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $653,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (179 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| TEXAS ST 5.00 100121 DTD 072811 | 2015-08-06 | 2017-11-14 | $22,617 | $22,428 | $189 | $189 |
| CDM IMPERIAL BK COMM CANADA | 2017-07-14 | 2017-11-13 | $266 | $256 | $10 | $10 |
| PUBLIC SERVICE ENTERPRISE GROUP INC. | 2017-04-06 | 2017-11-13 | $152 | $133 | $19 | $19 |
| ABBVIE INC COM | 2016-02-03 | 2017-11-13 | $283 | $166 | $117 | $117 |
| ALTRIA GROUP INC | 2013-06-28 | 2017-11-13 | $393 | $212 | $181 | $181 |
| AMER ELECTRIC POWER CO | 2013-06-28 | 2017-11-13 | $226 | $135 | $91 | $91 |
| ASTRAZENECA PLC | 2016-06-25 | 2017-11-13 | $296 | $280 | $16 | $16 |
| AT&T INC. | 2013-06-28 | 2017-11-13 | $513 | $513 | $0 | $0 |
| BCE INC NEW CAD | 2013-06-28 | 2017-11-13 | $289 | $248 | $41 | $41 |
| BP PLC | 2013-06-28 | 2017-11-13 | $240 | $251 | -$11 | -$11 |
| CHEVRON CORP | 2013-06-28 | 2017-11-13 | $353 | $353 | $0 | $0 |
| COCA COLA CO | 2013-06-28 | 2017-11-13 | $280 | $242 | $38 | $38 |
| CONS EDISON CO | 2016-01-08 | 2017-11-13 | $3,365 | $2,590 | $775 | $775 |
| CROWN CASTLE INTL CORP | 2016-05-18 | 2017-11-13 | $1,554 | $1,263 | $291 | $291 |
| DOMINION ENERGY INC | 2013-06-28 | 2017-11-13 | $244 | $171 | $73 | $73 |
| DUKE ENERGY CORP | 2013-06-28 | 2017-11-13 | $269 | $203 | $66 | $66 |
| EXXON MOBIL CORP | 2015-08-31 | 2017-11-13 | $249 | $226 | $23 | $23 |
| GENL MILLS INC | 2014-11-03 | 2017-11-13 | $159 | $158 | $1 | $1 |
| GLAXO SMITHKLINE PLC | 2013-06-28 | 2017-11-13 | $317 | $451 | -$134 | -$134 |
| MERCK & CO INC. | 2013-06-28 | 2017-11-13 | $166 | $141 | $25 | $25 |
| NATIONAL GRID PLC | 2013-06-28 | 2017-11-13 | $177 | $186 | -$9 | -$9 |
| OCCIDENTIAL PETROLEUM CORP | 2016-10-24 | 2017-11-13 | $205 | $205 | $0 | $0 |
| PHILIP MORRIS INTL | 2014-01-07 | 2017-11-13 | $311 | $256 | $55 | $55 |
| PPL CORP | 2013-06-28 | 2017-11-13 | $109 | $85 | $24 | $24 |
| SANFI SPON ADR | 2016-04-14 | 2017-11-13 | $267 | $266 | $1 | $1 |
| SOUTHERN CO | 2013-06-28 | 2017-11-13 | $155 | $132 | $23 | $23 |
| TOTAL S.A. FRANCE SPON | 2016-10-24 | 2017-11-13 | $333 | $290 | $43 | $43 |
| VENTAS INC | 2013-09-17 | 2017-11-13 | $195 | $165 | $30 | $30 |
| VERIZON COMMUNICATIONS | 2013-06-28 | 2017-11-13 | $404 | $457 | -$53 | -$53 |
| VODAFONE GROUP PLC | 2013-06-28 | 2017-11-13 | $260 | $474 | -$214 | -$214 |
| NORTH TEXAS TWY AUTH | 2016-01-06 | 2018-01-01 | $25,000 | $25,000 | $0 | $0 |
| VODAFONE GROUP PLC SPON | 2014-06-05 | 2018-01-17 | $2,572 | $4,211 | -$1,639 | -$1,639 |
| ABBVIE INC COM | 2016-07-14 | 2018-01-30 | $2,589 | $1,332 | $1,257 | $1,257 |
| ASTRAZENECA PLC | 2017-08-08 | 2018-03-23 | $1,540 | $1,358 | $182 | $182 |
| AT&T INC. | 2017-10-27 | 2018-03-23 | $1,564 | $1,615 | -$51 | -$51 |
| BP PLC | 2018-03-20 | 2018-03-23 | $1,878 | $1,823 | $55 | $55 |
| BRITISH AMER TOBACCO PLC | 2017-11-20 | 2018-03-23 | $2,803 | $3,373 | -$570 | -$570 |
| CDN IMPERIAL BK | 2018-03-23 | $6,296 | $6,267 | $29 | $29 | |
| CHEVRON CORP | 2018-03-23 | $2,608 | $2,541 | $67 | $67 | |
| COCA COLA CO | 2018-03-23 | $2,890 | $2,917 | -$27 | -$27 | |
| CROWN CASTLE INTL CORP | 2018-03-23 | $770 | $666 | $104 | $104 | |
| DOMINION ENERGY INC | 2018-03-23 | $1,149 | $1,326 | -$177 | -$177 | |
| EXXON MOBIL CORP | 2018-03-23 | $1,902 | $2,050 | -$148 | -$148 | |
| GLAXO SMITHKLINE PLC | 2018-03-23 | $2,596 | $2,852 | -$256 | -$256 | |
| OCCIDENTIAL PETROLEUM CORP | 2018-03-23 | $2,702 | $2,681 | $21 | $21 | |
| PPL CORP | 2018-03-23 | $572 | $801 | -$229 | -$229 | |
| PUBLIC SERVICE ENTERPRISE GROUP INC. | 2018-03-23 | $4,247 | $3,974 | $273 | $273 | |
| PUBLIC STORAGE REIT | 2018-03-23 | $6,015 | $6,315 | -$300 | -$300 | |
| SOUTHERN CO | 2018-03-23 | $2,690 | $2,777 | -$87 | -$87 | |
| TOTAL S.A. FRANCE SPON | 2018-03-23 | $3,327 | $3,125 | $202 | $202 | |
| UNITED PARCEL SERVICE | 2018-03-23 | $2,978 | $3,221 | -$243 | -$243 | |
| VENTAS INC | 2018-03-02 | 2018-03-23 | $722 | $746 | -$24 | -$24 |
| VERIZON COMMUNICATIONS | 2017-07-14 | 2018-03-23 | $1,114 | $1,048 | $66 | $66 |
| WELLTOWER INC. REIT | 2018-01-17 | 2018-03-23 | $1,151 | $1,314 | -$163 | -$163 |
| ABBVIE INC COM | 2018-03-23 | $5,840 | $3,530 | $2,310 | $2,310 | |
| ALTRIA GROUP INC | 2018-03-23 | $8,328 | $5,414 | $2,914 | $2,914 | |
| AMER ELECTRIC POWER CO | 2013-06-28 | 2018-03-23 | $2,936 | $1,978 | $958 | $958 |
| ASTRAZENECA PLC | 2018-03-23 | $7,016 | $6,469 | $547 | $547 | |
| AT&T INC. | 2018-03-23 | $10,915 | $11,156 | -$241 | -$241 | |
| BCE INC NEW CAD | 2018-03-23 | $10,322 | $11,153 | -$831 | -$831 | |
| BP PLC | 2018-03-23 | $5,909 | $6,263 | -$354 | -$354 | |
| CHEVRON CORP | 2018-03-23 | $7,029 | $6,946 | $83 | $83 | |
| COCA COLA CO | 2018-03-23 | $7,353 | $7,268 | $85 | $85 | |
| CROWN CASTLE INTL CORP | 2018-03-23 | $7,805 | $6,490 | $1,315 | $1,315 | |
| DOMINION ENERGY INC | 2018-03-23 | $7,231 | $6,879 | $352 | $352 | |
| DUKE ENERGY CORP | 2018-03-23 | $7,775 | $7,026 | $749 | $749 | |
| EXXON MOBIL CORP | 2018-03-23 | $7,535 | $7,781 | -$246 | -$246 | |
| GLAXO SMITHKLINE PLC | 2018-03-23 | $6,171 | $7,953 | -$1,782 | -$1,782 | |
| KIMBERLY CLARK CORP | 2013-06-23 | 2018-03-23 | $4,200 | $3,732 | $468 | $468 |
| MERCK & CO INC. | 2018-03-23 | $5,387 | $5,027 | $360 | $360 | |
| NATIONAL GRID PLC | 2018-03-23 | $7,318 | $8,886 | -$1,568 | -$1,568 | |
| OCCIDENTIAL PETROLEUM CORP | 2018-03-23 | $5,140 | $5,352 | -$212 | -$212 | |
| PEPSICO INC. | 2018-03-23 | $2,882 | $2,216 | $666 | $666 | |
| PHILIP MORRIS INTL | 2018-03-23 | $10,129 | $8,608 | $1,521 | $1,521 | |
| PPL CORP | 2018-03-23 | $4,333 | $4,520 | -$187 | -$187 | |
| REALTY INCOME CORP | 2018-03-23 | $2,129 | $1,753 | $376 | $376 | |
| SANFI SPON ADR | 2018-03-23 | $4,129 | $4,436 | -$307 | -$307 | |
| SOUTHERN CO | 2018-03-23 | $3,515 | $3,568 | -$53 | -$53 | |
| TOTAL S.A. FRANCE SPON | 2018-03-23 | $4,342 | $3,925 | $417 | $417 | |
| VENTAS INC | 2018-03-23 | $3,420 | $4,041 | -$621 | -$621 | |
| VERIZON COMMUNICATIONS | 2018-03-23 | $12,072 | $12,662 | -$590 | -$590 | |
| VODAFONE GROUP PLC | 2018-03-23 | $9,437 | $10,791 | -$1,354 | -$1,354 | |
| WELLTOWER INC. REIT | 2018-03-23 | $3,516 | $4,414 | -$898 | -$898 | |
| MASSACHUSETTS ST AR A NTS | 2017-04-02 | 2018-04-23 | $25,000 | $25,000 | $0 | $0 |
| BOEING COMPANY | 2018-03-23 | 2018-04-25 | $334 | $323 | $11 | $11 |
| CADENCE DESIGN SYSTEM | 2018-03-23 | 2018-04-25 | $631 | $588 | $43 | $43 |
| CORNING INC. | 2018-03-23 | 2018-04-25 | $161 | $168 | -$7 | -$7 |
| LYONDELBASELL INDUSTRIES | 2018-03-23 | 2018-04-25 | $316 | $316 | $0 | $0 |
| TAGET CORP | 2018-03-23 | 2018-04-25 | $213 | $204 | $9 | $9 |
| VALERO ENERGY CORP | 2018-03-23 | 2018-04-25 | $971 | $825 | $146 | $146 |
| WYNDHAM WORLDWIDE CORP | 2018-03-23 | 2018-04-25 | $584 | $563 | $21 | $21 |
| PROCTER & GAMBLE | 2018-04-25 | $507 | $567 | -$60 | -$60 | |
| BOEING COMPANY | 2018-03-23 | 2018-05-22 | $1,440 | $1,292 | $148 | $148 |
| CADENCE DESIGN SYSTEM | 2018-03-23 | 2018-05-22 | $423 | $367 | $56 | $56 |
| CDK GLOBAL INC | 2018-03-23 | 2018-05-22 | $701 | $708 | -$7 | -$7 |
| CORNING INC. | 2018-03-23 | 2018-05-22 | $912 | $924 | -$12 | -$12 |
| HARTFORD FINCL SERVICES GRP | 2018-03-23 | 2018-05-22 | $431 | $405 | $26 | $26 |
| LOCKHEED MARTIN CORP | 2018-03-23 | 2018-05-22 | $318 | $339 | -$21 | -$21 |
| LYONDELBASELL INDUSTRIES | 2018-03-23 | 2018-05-22 | $1,061 | $947 | $114 | $114 |
| MCDONALDS CORP | 2018-03-23 | 2018-05-22 | $1,440 | $1,401 | $39 | $39 |
| MCKESSON CORP | 2018-03-23 | 2018-05-22 | $293 | $279 | $14 | $14 |
| MORTOROLA SOLUTIONS INC. | 2018-03-23 | 2018-05-22 | $546 | $527 | $19 | $19 |
| TAGET CORP | 2018-03-23 | 2018-05-22 | $1,364 | $1,226 | $138 | $138 |
| UNITED CONTL HLDGS | 2018-03-23 | 2018-05-22 | $420 | $407 | $13 | $13 |
| VALERO ENERGY CORP | 2018-03-23 | 2018-05-22 | $1,221 | $917 | $304 | $304 |
| WESTERN UNION CO | 2018-03-23 | 2018-05-22 | $486 | $458 | $28 | $28 |
| ALTRIA GROUP INC | 2016-10-24 | 2018-05-22 | $277 | $322 | -$45 | -$45 |
| PROCTER & GAMBLE | 2014-07-16 | 2018-05-22 | $298 | $325 | -$27 | -$27 |
| AMERICAN AIRLS GROUP INC. | 2018-03-23 | 2018-06-26 | $751 | $975 | -$224 | -$224 |
| AMERIPRISE FINANCIAL | 2018-03-23 | 2018-06-26 | $1,281 | $1,324 | -$43 | -$43 |
| BEST BUY CO | 2018-03-23 | 2018-06-26 | $844 | $740 | $104 | $104 |
| BEO | 2018-03-23 | 2018-06-26 | $1,334 | $1,293 | $41 | $41 |
| CADENCE DESIGN SYSTEM | 2018-03-23 | 2018-06-26 | $1,834 | $1,544 | $290 | $290 |
| CDK GLOBAL INC | 2018-03-23 | 2018-06-26 | $916 | $901 | $15 | $15 |
| CELANESE CORP NEW | 2018-03-23 | 2018-06-26 | $1,448 | $1,264 | $184 | $184 |
| CENTURYLINK | 2018-03-23 | 2018-06-26 | $490 | $406 | $84 | $84 |
| CITIGROUP INC. | 2018-03-23 | 2018-06-26 | $265 | $273 | -$8 | -$8 |
| CONAGRA BRANDS INC. | 2018-03-23 | 2018-06-26 | $424 | $393 | $31 | $31 |
| CORNING INC. | 2018-03-23 | 2018-06-26 | $1,975 | $1,988 | -$13 | -$13 |
| CVS HEALTH CORP | 2018-03-23 | 2018-06-26 | $632 | $549 | $83 | $83 |
| GOLDMAN SACHS GROUP INC. | 2018-03-23 | 2018-06-26 | $1,335 | $1,483 | -$148 | -$148 |
| HARTFORD FINCL SERVICES GRP | 2018-03-23 | 2018-06-26 | $1,809 | $1,773 | $36 | $36 |
| KOHLS CORP | 2018-03-23 | 2018-06-26 | $518 | $436 | $82 | $82 |
| LYONDELBASELL INDUSTRIES | 2018-03-23 | 2018-06-26 | $1,846 | $1,789 | $57 | $57 |
| MARATHON PETROLEUM | 2018-03-23 | 2018-06-26 | $283 | $288 | -$5 | -$5 |
| MCKESSON CORP | 2018-03-23 | 2018-06-26 | $2,037 | $1,951 | $86 | $86 |
| MORTOROLA SOLUTIONS INC. | 2018-03-23 | 2018-06-26 | $2,783 | $2,531 | $252 | $252 |
| MSCI INC. | 2018-03-23 | 2018-06-26 | $1,672 | $1,541 | $131 | $131 |
| PULTE GROUP INC. | 2018-03-23 | 2018-06-26 | $285 | $288 | -$3 | -$3 |
| REGIONS FINANCIAL CORP | 2018-03-23 | 2018-06-26 | $1,858 | $1,848 | $10 | $10 |
| SUNTRUST BANKS INC. | 2018-03-23 | 2018-06-26 | $597 | $599 | -$2 | -$2 |
| SYSCO CORP | 2018-03-23 | 2018-06-26 | $273 | $238 | $35 | $35 |
| TAGET CORP | 2018-03-23 | 2018-06-26 | $994 | $886 | $108 | $108 |
| UNION PACFIC CORP | 2018-03-23 | 2018-06-26 | $427 | $399 | $28 | $28 |
| UNITED CONTL HLDGS | 2018-03-23 | 2018-06-26 | $501 | $474 | $27 | $27 |
| VALERO ENERGY CORP | 2018-03-23 | 2018-06-26 | $3,764 | $3,117 | $647 | $647 |
| VOYA FINANCIAL INC. | 2018-03-23 | 2018-06-26 | $591 | $587 | $4 | $4 |
| WESTERN UNION CO | 2018-03-23 | 2018-06-26 | $2,337 | $2,158 | $179 | $179 |
| WYNDHAM DESTINATIONS | 2018-03-23 | 2018-06-26 | $915 | $996 | -$81 | -$81 |
| WYNDAM HOTELS & RESORTS | 2018-03-23 | 2018-06-26 | $1,223 | $1,255 | -$32 | -$32 |
| GENL MILLS INC | 2018-06-26 | $599 | $680 | -$81 | -$81 | |
| PROCTER & GAMBLE | 2018-06-26 | $156 | $165 | -$9 | -$9 | |
| CADENCE DESIGN SYSTEM | 2018-03-23 | 2018-07-24 | $1,592 | $1,286 | $306 | $306 |
| CELANESE CORP NEW | 2018-03-23 | 2018-07-24 | $1,034 | $875 | $159 | $159 |
| CENTURYLINK | 2018-03-23 | 2018-07-24 | $1,237 | $1,031 | $206 | $206 |
| CITIGROUP INC. | 2018-03-23 | 2018-07-24 | $356 | $341 | $15 | $15 |
| CVS HEALTH CORP | 2018-03-23 | 2018-07-24 | $330 | $305 | $25 | $25 |
| GOLDMAN SACHS GROUP INC. | 2018-03-23 | 2018-07-24 | $947 | $988 | -$41 | -$41 |
| GRAINGER W W | 2018-03-23 | 2018-07-24 | $1,696 | $1,356 | $340 | $340 |
| LYONDELBASELL INDUSTRIES | 2018-03-23 | 2018-07-24 | $327 | $316 | $11 | $11 |
| MCKESSON CORP | 2018-03-23 | 2018-07-24 | $133 | $139 | -$6 | -$6 |
| MORTOROLA SOLUTIONS INC. | 2018-03-23 | 2018-07-24 | $485 | $422 | $63 | $63 |
| MSCI INC. | 2018-03-23 | 2018-07-24 | $2,582 | $2,312 | $270 | $270 |
| VALERO ENERGY CORP | 2018-03-23 | 2018-07-24 | $214 | $183 | $31 | $31 |
| WESTERN UNION CO | 2018-03-23 | 2018-07-24 | $182 | $172 | $10 | $10 |
| PROCTER & GAMBLE | 2018-07-24 | $1,025 | $1,045 | -$20 | -$20 | |
| BOEING COMPANY | 2018-03-23 | 2018-08-28 | $704 | $647 | $57 | $57 |
| CELANESE CORP NEW | 2018-03-23 | 2018-08-28 | $1,058 | $875 | $183 | $183 |
| CVS HEALTH CORP | 2018-03-23 | 2018-08-28 | $1,337 | $1,099 | $238 | $238 |
| LOCKHEED MARTIN CORP | 2018-03-23 | 2018-08-28 | $1,620 | $1,696 | -$76 | -$76 |
| LYONDELBASELL INDUSTRIES | 2018-03-23 | 2018-08-28 | $2,064 | $1,894 | $170 | $170 |
| MCKESSON CORP | 2018-03-23 | 2018-08-28 | $910 | $975 | -$65 | -$65 |
| TARGET CORP | 2018-03-23 | 2018-08-28 | $174 | $136 | $38 | $38 |
| VALERO ENERGY CORP | 2018-03-23 | 2018-08-28 | $1,574 | $1,191 | $383 | $383 |
| GENL MILLS INC | 2014-12-12 | 2018-08-28 | $319 | $365 | -$46 | -$46 |
| PROCTER & GAMBLE | 2018-08-28 | $1,172 | $1,025 | $147 | $147 | |
| NEW JERSEY TPKE AUTHORITY | 2015-08-25 | 2018-09-10 | $5,533 | $5,405 | $128 | $128 |
| BOEING COMPANY | 2018-03-23 | 2018-09-25 | $2,211 | $1,939 | $272 | $272 |
| CITIGROUP INC. | 2018-03-23 | 2018-09-25 | $148 | $137 | $11 | $11 |
| CVS HEALTH CORP | 2018-03-23 | 2018-09-25 | $1,486 | $1,160 | $326 | $326 |
| HARTFORD FINCL SERVICES GRP | 2018-03-23 | 2018-09-25 | $354 | $355 | -$1 | -$1 |
| KOHLS CORP | 2018-03-23 | 2018-09-25 | $1,484 | $1,247 | $237 | $237 |
| LOWES COMPANIES INC. | 2018-03-23 | 2018-09-25 | $462 | $337 | $125 | $125 |
| LYONDELBASELL INDUSTRIES | 2018-03-23 | 2018-09-25 | $1,674 | $1,684 | -$10 | -$10 |
| MCKESSON CORP | 2018-03-23 | 2018-09-25 | $1,194 | $1,254 | -$60 | -$60 |
| SYSCO CORP | 2018-03-23 | 2018-09-25 | $954 | $773 | $181 | $181 |
| TARGET CORP | 2018-03-23 | 2018-09-25 | $1,135 | $886 | $249 | $249 |
| VALERO ENERGY CORP | 2018-03-23 | 2018-09-25 | $1,283 | $1,009 | $274 | $274 |
| GENL MILLS INC | 2018-03-23 | 2018-09-25 | $308 | $365 | -$57 | -$57 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,818 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,108 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $726,547 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.097871 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,839 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $749,637 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046474 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,217 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $746,776 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036446 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,838 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $758,240 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038033 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,140 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $746,995 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055074 | DistributionYr5Rt |
| Total Distribution | 0.273898 | TotalDistributionRt |
| Average Distribution | 0.054780 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $667,047 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,541 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $265 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,806 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,100 | 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 | $265 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $265 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $265 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $457 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $457 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $192 | OverpaymentAmt |
| Applied To ES Tax | $192 | 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 |
| Individual With Books | BARBARA K SCHOOR | IndividualWithBooksNm |
| Phone | 7325779833 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 BENDERMERE AVENUE | AddressLine1Txt |
| City | INTERLAKEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07712 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD M SCHOOR | ||||||||
| 174 CARMELA COURT | JUPITER | FL | 33478 | PRESIDENT AND TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARBARA K SCHOOR | ||||||||
| 515 BENDERMERE AVENUE | INTERLAKEN | NJ | 07712 | SECRETARY AND TRUSTEE | 0.25 | $0 | $0 | $0 |
| DEBRA SCOTT | ||||||||
| 4505 KINGS ABBOT WAY | NORCROSS | GA | 30092 | TREASURER AND TRUSTEE | 4.00 | $0 | $0 | $0 |
| JAMES J SERPICO | ||||||||
| 11 IRETON KEY | COLTS NECK | NJ | 07722 | VICE PRESIDENT AND TRUSTEE | 0.25 | $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 | $653,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,738 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $677,205 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $677,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,158 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $667,047 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,352 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,352 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $265 | TotalTaxAmt |
| Distributable Before Adj | $33,087 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,087 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,087 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $56,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $265 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,835 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,087 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $14,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,087 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,013 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,970 | 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 | $37,970 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,957 | ExcessFromYear1Amt |
| Excess From Current Year | $23,013 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKDALE COMMUNITY COLLEGE FOUNDATION | |||||||
| 765 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | NONE | PC | CHARITABLE GIFT | $400 |
| CHHANGE (CENTER FOR HOLOCAUST HUMAN RIGHTS & GENOCIDE EDUCATION) | |||||||
| 765 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | NONE | PC | CHARITABLE GIFT | $500 |
| COLLIER SERVICES FOUNDATION INC | |||||||
| 160 CONOVER ROAD | WICKATUNK | NJ | 07765 | NONE | PC | CHARITABLE GIFT | $12,500 |
| FAIR SHARE HOUSING CENTER | |||||||
| 510 PARK BOULEVARD | CHERRY HILL | NJ | 08002 | NONE | PC | CHARITABLE GIFT | $250 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 200 CONNECTICUT AVE | NORWALK | CT | 06854 | NONE | PC | CHARITABLE GIFT | $100 |
| LAFAYETTE COLLEGE | |||||||
| 730 HIGH ST | EASTON | PA | 18042 | NONE | PC | CHARITABLE GIFT | $33,000 |
| TEMPLE BETH SHALOM | |||||||
| 108 FREEHOLD ROAD | MANALAPAN | NJ | 07726 | NONE | PC | CHARITABLE GIFT | $2,500 |
| RUTGERS CANCER INSTITUTE OF NEW JERSEY | |||||||
| 57 US HIGHWAY 1 | NEW BRUNSWICK | NJ | 089018554 | NONE | PC | CHARITABLE GIFT | $1,000 |
| SEASON TO SHARE INC | |||||||
| 700 S DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | NONE | PC | CHARITABLE GIFT | $500 |
| BALLET HISPANICO | |||||||
| 167 W 89TH STREET | NEW YORK | NY | 10024 | NONE | PC | CHARITABLE GIFT | $500 |
| BACKUS HOSPITAL ONCOLOGY CENTER | |||||||
| 326 WASHINGTON STREET | NORWICH | CT | 06360 | NONE | PC | CHARITABLE GIFT | $500 |
| 180 TURNING LIVES AROUND INC | |||||||
| 1 BETHANY ROAD SUITE 42 | HAZLET | NJ | 07730 | NONE | PC | CHARITABLE GIFT | $500 |
| BUILDERS LEAGUE OF SOUTH JERSEY | |||||||
| 114 HADDONTOWNE COURT | CHERRY HILL | NJ | 08034 | NONE | PC | CHARITABLE GIFT | $100 |
| NORCROSS YOUTH ATHLETIC ASSOCIATION | |||||||
| PO BOX 2484 | NORCROSS | GA | 30091 | NONE | PC | CHARITABLE GIFT | $250 |
| UNIVERSITY OF NORTH CAROLINA CHAPEL HILL | |||||||
| 880 MARTIN LUTHER KING JR BLVD | CHAPEL HILL | NC | 27514 | NONE | PC | CHARITABLE GIFT | $500 |
| PETER LOSCOE MEMORIAL FUND | |||||||
| PO BOX 181 | EAST LYME | CT | 06333 | NONE | PC | CHARITABLE GIFT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,600 | 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 | $25,599 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,818 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,417 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,417 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VERISK ANALYTICS INC NTS 4.125% MATURES 9/12/22 | BondNm |
| EOY Book Value | $29,289 | EOYBookValueAmt |
| EOYFMV | $15,112 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $2,175 | $2,211 |
| GENL MILLS INC | $3,672 | $2,891 |
| PROCTER & GAMBLE CO | $4,436 | $5,321 |
| ALLY FINANCIAL INC | $4,836 | $4,701 |
| AMERICAN AIRLS GROUP INC | $4,772 | $3,262 |
| AMERIPRISE FINANCIAL INC | $11,034 | $9,543 |
| AMGEN INC | $5,017 | $5,013 |
| ANADARKO PETROLEUM CORP | $4,852 | $3,671 |
| AON PLC | $1,661 | $1,874 |
| BEST BUY CO INC | $4,642 | $4,841 |
| CDK GLOBAL INC COM | $3,089 | $2,748 |
| CELANESE CORP NEW | $3,111 | $3,102 |
| CISCO SYSTEMS | $3,599 | $3,569 |
| CITIGROUP INC | $10,909 | $10,408 |
| CITRIX SYSTEMS INC | $6,430 | $6,558 |
| CONAGRA BRANDS, INC | $7,325 | $7,298 |
| CONOCOPHILIPS | $3,498 | $4,054 |
| CORNING INC | $4,367 | $4,984 |
| CSX CORPORATION | $912 | $895 |
| DAVITA INC | $493 | $471 |
| DELTA AIR LINES INC | $1,825 | $1,861 |
| DOVER CORP | $1,554 | $1,491 |
| EBAY INC | $1,050 | $813 |
| FIFTH THIRD BANCORP | $8,331 | $7,179 |
| GRAINGER W W INC | $1,628 | $1,704 |
| HARTFORD FINCL SERVICES GROUP | $4,913 | $4,406 |
| HD SUPPLY HLDGS INC | $2,962 | $2,517 |
| JUNIPER NETWORKS INC | $4,808 | $4,976 |
| KOHLS CORP | $2,194 | $2,726 |
| KROGER COMPANY | $3,006 | $3,541 |
| LOWES CORPORATION INC | $2,357 | $2,666 |
| LYONDELLBASELL INDUSTRIES | $1,683 | $1,428 |
| MARATHON PATROLEUM | $10,063 | $9,652 |
| MARRIOTT INTL INC NEW | $3,339 | $2,922 |
| MCKESSON CORP | $975 | $873 |
| METLIFE INC | $7,773 | $7,043 |
| PHILIPS 66 | $4,171 | $3,702 |
| PULTE GROUP INC | $3,612 | $3,071 |
| REGIONS FINANCIAL CORP | $6,551 | $6,024 |
| SEAGATE TACHNOLOGY PLC | $5,949 | $4,184 |
| SEALED AIR CORP NEW | $4,867 | $3,818 |
| SPIRIT AEROSYSTEMS HOLDINGS | $2,261 | $2,268 |
| SUNTRUST BANKS INC | $1,398 | $1,315 |
| SYNCHRONY FINL | $3,346 | $2,946 |
| SYSCO CORP | $4,756 | $5,706 |
| TARGET CORP | $2,112 | $2,593 |
| UNION PACIFIC CORP | $2,954 | $2,924 |
| UNITED CONTL HLDGS | $1,393 | $1,710 |
| VALERO ENERGY CORP | $4,493 | $4,463 |
| VF CORP | $1,525 | $1,740 |
| VOYA FINL INC COM | $7,095 | $6,170 |
| WALGREENS BOOTS ALLIANCE INC | $1,516 | $1,835 |
| WALT DISNEY CO | $2,303 | $2,526 |
| WESTERN UNION CO | $6,283 | $5,935 |
| YUMI BRANDS INC | $3,879 | $4,159 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $390,086 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $385,825 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX-EXEMPT BOND AMORTIZATION | Desc |
| Amt | $6,787 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $342 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $342 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $6,818 | Amt |
| Net Investment Income | $6,818 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $297 | Amt |
| Net Investment Income | $297 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |