THE CHARLES & LYNN KRAMER FAMILY: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE CHARLES & LYNN KRAMER FAMILY (EIN 22-3140331)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-15
- IRS object ID
- 201832279349100623
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-15T15:41:59-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222097516 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPALDI REYNOLDS & PELOSI PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 TILTON ROAD | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08225 | 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 | 223140331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES & LYNN KRAMER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 6098224636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 SOUTH SECOND ROAD PO BOX 470 | AddressLine1Txt |
| City | HAMMONTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES W KRAMER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6098224636 | PhoneNum |
| Signature | 2018-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY HOROWITZ | PreparerPersonNm |
| PTIN | P01250816 | PTIN |
| Phone | 6096414000 | PhoneNum |
| 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 | $2,409,569 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $52,397 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,112 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $284,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,112 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $134,509 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,437 | 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 |
| Taxes Rev And Expnss | $2,338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $338 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,764 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,764 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,718 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,335 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $110,350 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,606 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,606 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,245,885 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,321,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,321,463 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $801,678 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $833,946 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $833,946 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $133,690 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $133,554 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $133,554 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,291,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,409,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,409,569 | 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 | $2,291,603 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,409,569 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,291,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,409,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,291,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,409,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,291,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,718 | ExcessRevenueOverExpensesAmt |
| Other Increases | $125,701 | OtherIncreasesAmt |
| Subtotal | $2,409,586 | SubtotalAmt |
| Other Decreases | $17 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,409,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | P | $277,478 | $202,678 | $74,800 | $74,800 |
| CAPITAL GAINS DIVIDENDS | P | $7,312 | $7,312 | $7,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,112 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $116,082 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,243,693 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051737 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $119,902 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,329,499 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051471 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $119,305 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,438,036 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048935 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,043 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,350,375 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048947 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,217,454 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048975 | DistributionYr5Rt |
| Total Distribution | 0.250065 | TotalDistributionRt |
| Average Distribution | 0.050013 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,315,326 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,796 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,163 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $116,959 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,125 | 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 | $1,163 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,163 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,163 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,464 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,464 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,301 | OverpaymentAmt |
| Applied To ES Tax | $2,301 | 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 | 0 | 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 | LYNN P KRAMER | IndividualWithBooksNm |
| Phone | 6098224636 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 VIA FLORENZA | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33418 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES W KRAMER | ||||||||
| 126 VIA FLORENZA | PALM BEACH GARDENS | FL | 33418 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LYNN P KRAMER | ||||||||
| 126 VIA FLORENZA | PALM BEACH GARDENS | FL | 33418 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROBERT E SALAD ESQUIRE | ||||||||
| 1125 ATLANTIC AVENUE | ATLANTIC CITY | NJ | 08401 | TRUSTEE | 0.00 | $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 | $2,235,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,350,585 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,350,585 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,315,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,163 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,163 | TotalTaxAmt |
| Distributable Before Adj | $114,603 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,603 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,603 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,125 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,163 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $120,962 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,603 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $673 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,663 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,683 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,019 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,603 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,522 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,541 | 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 | $19,541 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $673 | ExcessFromYear3Amt |
| Excess From Year2 | $6,663 | ExcessFromYear2Amt |
| Excess From Year1 | $4,683 | ExcessFromYear1Amt |
| Excess From Current Year | $7,522 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES W KRAMER | ContributingManagerNm |
| Contributing Manager | LYNN P KRAMER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AJC PALM BEACH COUNTY | ||||||||
| 497 CAPISTRANO DR | PALM BEACH GARDENS | FL | 33410 | NONE | PC | UNRESTRICTED | $1,250 | |
| ALPERT JEWISH FAMILY & CHILDREN'S SERVICES | ||||||||
| 5841 CORPORATE WAY SUITE 500 | WEST PALM BEACH | FL | 33422 | NONE | PC | UNRESTRICTED | $1,500 | |
| AMERICAN JEWISH HISTORICAL MUSEUM | ||||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | PC | UNRESTRICTED | $1,000 | |
| ANTI-DEFAMATION LEAGUE PHILASOUTH JERSEY REGION | ||||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | NONE | PC | UNRESTRICTED | $2,000 | |
| ATLANTICARE FOUNDATION INC | ||||||||
| 2500 ENGLISH CREEK AVENUE | EGG HARBOR TOWNSHIP | NJ | 08234 | NONE | PC | UNRESTRICTEDUNRESTRICTED | $10,000 | |
| CAMERA INC | ||||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | PC | UNRESTRICTED | $1,000 | |
| CASA ATLANTIC COUNTY | ||||||||
| 321 SHORE ROAD | SOMERS POINT | NJ | 08244 | NONE | PC | UNRESTRICTEDUNRESTRICTED | $1,000 | |
| CHABAD OF PALM BEACH GARDENS | ||||||||
| 11701 LAKE VICTORIA GARDENS | PALM BEACH | FL | 33410 | NONE | PC | UNRESTRICTED | $750 | |
| COMMUNITY FOOD BANK OF NEW JERSEY SOUTHERN BRANCH | ||||||||
| 6735 BLACKHORSE PIKE | EGG HARBOR TOWNSHIP | NJ | 08234 | NONE | PC | UNRESTRICTED | $5,000 | |
| COOPER HEWITT MUSEUM | ||||||||
| 2 EAST 91 STREET | NEW YORK | NY | 10128 | NONE | PC | UNRESTRICTED | $350 | |
| EAGLE THEATER INC | ||||||||
| 208 VINE STREET | HAMMONTON | NJ | 08037 | NONE | PC | UNRESTRICTED | $500 | |
| GESHER SOLOMON SCHECTER DAY SCHOOL METROPOLITAN CHICAGO | ||||||||
| 3210 DUNDEE RD MAXINE COHEN MEM | NORTHBROOK | IL | 60062 | NONE | PC | UNRESTRICTED | $1,200 | CIRCLE |
| GILDA'S CLUB SOUTH JERSEY | ||||||||
| 700 NEW ROAD | LINWOOD | NJ | 08221 | NONE | PC | UNRESTRICTED | $2,500 | |
| GOOD PEOPLE'S FUND FPF ISRAEL | ||||||||
| 384 WYOMING AVENUE | MILLBURN | NJ | 07041 | NONE | PC | UNRESTRICTED | $1,500 | |
| GUGGENHEIM MUSEUM FOUNDATION | ||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | UNRESTRICTEDUNRESTRICTED | $1,750 | |
| JEWISH FAMILY SERVICE | ||||||||
| 607 N JEROME AVENUE | MARGATE | NJ | 08402 | NONE | PC | UNRESTRICTED | $2,500 | |
| JEWISH FEDERATION OF ATLANTIC & CAPE MAY CNTYS | ||||||||
| 501 N JEROME AVE | MARGATE | NJ | 08402 | NONE | PC | UNRESTRICTEDUNRESTRICTED | $12,500 | |
| JEWISH FEDERATION OF PALM BEACH | ||||||||
| 1 HARVARD CIRCLE STE 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | UNRESTRICTED | $1,000 | |
| JEWISH MUSEUM NYC | ||||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | NONE | PC | UNRESTRICTED | $1,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED | $10,000 | |
| KELLMAN BROWN ACADEMY | ||||||||
| 1007 LAUREL OAK RD | VORHEES | NJ | 08043 | NONE | PC | UNRESTRICTEDUNRESTRICTED | $1,000 | |
| KRAVIS CENTER | ||||||||
| 505 S FLAGER DRIVE STE 900 | WEST PALM BEACH | FL | 33401 | NONE | PC | UNRESTRICTED | $500 | |
| LIONS GATE CONTINUING CARE | ||||||||
| 1110 LAUREL OAK ROAD | VOORHEES | NJ | 08043 | NONE | PC | UNRESTRICTED | $2,000 | |
| METROPOLITAN OPERA GUILD | ||||||||
| 70 LINCOLN CENTER PLAZA 6TH FLR | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED | $850 | |
| MICHAEL J NEUSTADTER PANCREATIC RESEARCH | ||||||||
| PO BOX 2165 | MARGATE | NJ | 08402 | NONE | PC | UNRESTRICTED | $1,000 | |
| MILTON & BETTY KATZ JEWISH COMMUNITY CENTER | ||||||||
| 501 N JEROME AVE | MARGATE | NJ | 08402 | NONE | PC | UNRESTRICTED | $10,000 | |
| MIRASOL FOUNDATION | ||||||||
| 11600 MIRASOL WAY | PALM BEACH GARDENS | FL | 33418 | NONE | PC | UNRESTRICTED | $1,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED | $1,200 | |
| NEW YORK PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED | $750 | |
| PALM BEACH DRAMAWORKS | ||||||||
| 201 CLEMATIS ST | WEST PALM BEACH | FL | 33401 | NONE | PC | UNRESTICTED | $500 | |
| PALM BEACH OPERA | ||||||||
| 1800 S AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33409 | NONE | PC | UNRESTRICTED | $500 | |
| PALM BEACH SYNAGOGUE | ||||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | PC | UNRESTRICTED | $1,025 | |
| SARA AND SAM SCHAFFER HOLOCAUST RESCUE CENTER | ||||||||
| PO BOX 195 | POMONA | NJ | 08240 | NONE | PC | UNRESTRICTED | $500 | |
| SCHULTZ-HILL FOUNDATION | ||||||||
| 1616 PACIFIC AVE | ATLANTIC CITY | NJ | 08401 | NONE | PC | UNRESTRICTED | $1,000 | |
| SEASHORE GARDENS FOUNDATION | ||||||||
| 22 WEST JIMMIE LEEDS ROAD | GALLOWAY TWP | NJ | 08205 | NONE | PC | UNRESTRICTED | $1,000 | |
| SHIRAT HAYAM CONGREGATION (BETH JUDAH & EMETH SHALOM) | ||||||||
| 700 N SWARTHMORE AVENUE | VENTNOR | NJ | 08406 | NONE | PC | UNRESTRICTED | $18,000 | |
| STOCKTON UNIVERSITY FOUNDATION | ||||||||
| 101 VERA KING FARRIS DRIVE | GALLOWAY TWP | NJ | 08205 | NONE | PC | UNRESTRICTED | $5,500 | |
| TEAMWORK USA EDUCATIONAL FOUNDATION | ||||||||
| 132 LAKESHORE DRIVE | N PALM BEACH | FL | 33408 | NONE | PC | UNRESTRICTED | $1,000 | |
| TEMPLE BETH SHALOM | ||||||||
| 1901 KRESSON ROAD | CHERRY HILL | NJ | 08003 | NONE | PC | UNRESTRICTED | $4,500 | |
| UJA FEDERATION NY | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED | $6,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | UNRESTRICTED | $5,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,125 | 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 | $52,397 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,112 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $134,509 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,509 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $833,946 | EOYBookValueAmt |
| EOYFMV | $833,946 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,321,463 | EOYBookValueAmt |
| EOYFMV | $1,321,463 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $133,554 | BookValueAmt |
| EOYFMV | $133,554 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES COST BASIS ADJUSTMENT | Desc |
| Amt | $17 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $17,764 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,764 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $125,701 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $338 | $338 | $0 |
| FEDERAL TAX | $2,000 | $0 | $0 |