MORRIS AND CHARLOTTE TANENBAUM FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS AND CHARLOTTE TANENBAUM FAMILY FOUNDATION INC (EIN 22-3548832)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-30
- IRS object ID
- 201801509349100620
- 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 Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-30T17:30:31-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222137060 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AJ SANTYE & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 E MAIN STREET | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223548832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS & CHARLOTTE TANENBAUM FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 9733765393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 FALMOUTH STREET | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07878 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A TANENBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2018-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J DOOLEY CPA | PreparerPersonNm |
| PTIN | P00433604 | PTIN |
| Phone | 9087041400 | PhoneNum |
| Preparation | 2018-05-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,359,141 | 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 |
| Interest On Sav Rev And Expnss | $160 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $160 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,848 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $716 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,724 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $975 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $52 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $52 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,027 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,027 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,697 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,724 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $760 | CashBOYAmt |
| Cash EOY | $658 | CashEOYAmt |
| Cash EOYFMV | $658 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $66,661 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,629 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $991,207 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,028,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,310,854 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,058,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,076,325 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,359,141 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,058,628 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,076,325 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,058,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,076,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,058,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,076,325 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,058,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,697 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,076,325 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,076,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $716 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,735 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,303,040 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077308 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,147 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,286,488 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,011 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,065,850 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058180 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,271 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,014,017 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064369 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,806 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,021,776 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055595 | DistributionYr5Rt |
| Total Distribution | 0.313087 | TotalDistributionRt |
| Average Distribution | 0.062617 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,287,223 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,602 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $287 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,889 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,027 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $574 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $574 | SubtotalAmt |
| Tax Based On Investment Income | $574 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $203 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $203 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $372 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MORRIS TANENBAUM | IndividualWithBooksNm |
| Phone | 9733765393 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 FALMOUTH STREET | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| MORRIS TANENBAUM | ||||||||
| 74 FALMOUTH STREET | SHORT HILLS | NJ | 07078 | PRES. & TREA | 0.50 | $0 | $0 | $0 |
| CHARLOTTE TANENBAUM | ||||||||
| 74 FALMOUTH STREET | SHORT HILLS | NJ | 07078 | VP & SECRETA | 0.50 | $0 | $0 | $0 |
| MICHAEL A TANENBAUM | ||||||||
| 319 BROOKLYN BLVD | SEA GIRT | NJ | 08750 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ROBIN B TANENBAUM | ||||||||
| 47 TIMBERLINE DRIVE | POUGHKEEPSIE | NY | 12603 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,249,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,306,825 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,306,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,287,223 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $574 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $574 | TotalTaxAmt |
| Distributable Before Adj | $63,787 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,787 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,787 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,027 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,027 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $11,027 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,787 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,609 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,783 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,441 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,789 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,177 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,027 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,027 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $52,760 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $52,760 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,039 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $25,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $25,039 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MORRIS TANENBAUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 FALMOUTH STREET | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9733765393 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 31 OF THE CURRENT CALENDAR YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| EMERSON COLLEGE | |||||||
| 120 BOYLSTON STREET | BOSTON | MA | 02116 | PUBLIC | GENERAL | $500 | |
| HABITAT FOR HUMANITY | |||||||
| 111 JOHN STREET | NEW YORK | NY | 100383109 | PUBLIC | GENERAL | $500 | 23RD FLOOR |
| NJIT | |||||||
| 323 DR MARTIN LUTHER | NEWARK | NJ | 07102 | PUBLIC | GENERAL | $2,000 | KING JR BOULEVARD |
| OVERLOOK FOUNDATION | |||||||
| 36 UPPER OVERLOOK ROAD | SUMMIT | NJ | 07901 | PUBLIC | GENERAL | $2,500 | |
| PUSH TO WALK NJ | |||||||
| 6 N CORPORATE DRIVE | RIVERDALE | NJ | 07457 | PUBLIC | GENERAL | $2,500 | |
| FULFILL | |||||||
| 3300 NEW JERSEY 66 | NEPTUNE TOWNSHIP | NJ | 07753 | PUBLIC | GENERAL | $750 | |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | PUBLIC | GENERAL | $500 | |
| PROJECT TO HEAL | |||||||
| 7008 PROVIDENCE ROAD SOUT | WAXHAW | NC | 28173 | PUBLIC | GENERAL | $750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,848 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $716 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,724 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AJ SANTYE & CO. | CategoryTxt |
| Amt | $975 | Amt |
| Disbursements Charitable Prps | $975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERMEDIATE TERM BOND FUND | $653,021 | $748,984 |
| VANDUARD INDEX 500 FUND | $190,489 | $426,680 |
| FIDELITY - CABOT OIL | $184,528 | $135,190 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| POSTAGE | $27 | $27 |
| NEW JERSEY ANNUAL REPORT FEE | $25 | $25 |