VICTOR AND PEARL TUMPEER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VICTOR AND PEARL TUMPEER FOUNDATION (EIN 36-6102201)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-27
- IRS object ID
- 201842709349100404
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-27T09:59:04-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112336434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAICH ENDE MALTER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 366102201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTOR AND PEARL TUMPEER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VICT | BusinessNameControlTxt |
| Phone | 9736698573 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST ROAD | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD TRENK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9736698573 | PhoneNum |
| Signature | 2018-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT L STEIN CPA | PreparerPersonNm |
| PTIN | P00301110 | PTIN |
| Phone | 2129444433 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.61.73.60 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-27 | IPDt |
| IP Tm | 08:02:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 943C2B779621AE68CF3E0BED5C235FDF89DF7949 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D33FA7F254BC09848346BBAA17B51EB9116DA51E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,306,026 | 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 | $1,441 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,441 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $210,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,169 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,363 | 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 | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,933 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,933 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $454 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,787 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,593 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,593 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,787 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,243 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,576 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $83,874 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,791 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,791 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $7,671 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $7,671 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $7,671 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $71,353 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,018 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,018 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $940,196 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $944,947 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,159,546 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,103,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,091,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,306,026 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $365,128 | CapitalStockBOYAmt |
| Capital Stock EOY | $365,128 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $737,966 | RetainedEarningBOYAmt |
| Retained Earning EOY | $726,299 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,103,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,091,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,103,094 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,091,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,103,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,091,427 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,091,427 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| HARBOR FD INTL | 2016-12-20 | 2017-10-24 | $552 | $460 | $92 | $92 | |
| VANGUARD FUNDS REIT | 2017-09-22 | 2017-10-24 | $3,671 | $3,614 | $57 | $57 | P |
| GOLDMAN SACHS BK USA | 2016-02-10 | 2017-09-06 | $29,831 | $29,955 | -$124 | -$124 | P |
| HARBOR FD INTL | 2015-12-18 | 2017-10-24 | $27,602 | $26,665 | $937 | $937 | P |
| VANGUARD FUNDS REIT | 2016-09-13 | 2017-10-24 | $75,009 | $63,966 | $11,043 | $11,043 | P |
| VANGUARD INDES FDS GROWTH INDEX | 2013-02-07 | 2017-10-24 | $65,000 | $35,434 | $29,566 | $29,566 | P |
| CAPITAL GAINS DIVIDENDS | $8,598 | $8,598 | $8,598 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,169 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $70,380 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,228,788 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057276 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,277,746 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074956 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,801 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,123,173 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074611 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,528 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,274,266 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051424 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $697,202 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071715 | DistributionYr5Rt |
| Total Distribution | 0.329982 | TotalDistributionRt |
| Average Distribution | 0.065996 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,300,353 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,818 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $606 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,424 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,243 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,212 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,212 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $552 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,752 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $540 | OverpaymentAmt |
| Applied To ES Tax | $540 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD TRENK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9736698573 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST ROAD | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD TRENK | ||||||||
| 10 WEST ROAD | WEST ORANGE | NJ | 07052 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PERA LEE TRENK | ||||||||
| 800 FIFTH AVENUE 4B | NEW YORK | NY | 10065 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL TRENK | ||||||||
| 201 W 70TH STREET APT 7F | NEW YORK | NY | 10023 | 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 | $1,267,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,671 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,320,155 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,320,155 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,300,353 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,018 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,018 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,212 | TotalTaxAmt |
| Distributable Before Adj | $63,806 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,806 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,806 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,243 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,243 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $72,243 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,806 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,217 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,034 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,040 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,838 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,088 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,217 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,243 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,806 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,437 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $97,654 | 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 | $15,217 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $82,437 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,034 | ExcessFromYear4Amt |
| Excess From Year3 | $30,040 | ExcessFromYear3Amt |
| Excess From Year2 | $32,838 | ExcessFromYear2Amt |
| Excess From Year1 | $9,088 | ExcessFromYear1Amt |
| Excess From Current Year | $8,437 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR CHILDREN OF NEW JERSEY | |||||||
| 35 HALSEY STREET 2ND FLOOR | NEWARK | NJ | 07102 | NONE | 501(C)(3) | GRANT FOR CHILDREN SERVICES | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | 501(C)(3) | GRANT FOR MEDICAL AND EDUCATIONAL RESEARCH | $200 |
| BY KIDS | |||||||
| 330 WEST END AVENUE 7A | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GRANT FOR EDUCATIONAL PURPOSES | $200 |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | NONE | 501(C)(3) | GRANT FOR MEDICAL RESEARCH AND EDUCATIONAL PURPOSES | $200 |
| CCAP | |||||||
| 505 EIGHTH AVENUE 1400 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $1,800 |
| CCAP | |||||||
| 505 EIGHTH AVENUE 1400 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $1,800 |
| CITY HARVEST INC | |||||||
| 6 EAST 32 STREET FL 5 | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $1,500 |
| COLUMBUS AVENUE BID | |||||||
| 991 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $918 |
| CONVENANT HOUSE | |||||||
| 460 WEST 41ST STREET | NEW YORK | NY | 10036 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $500 |
| FLY A KITE FOUNDATION | |||||||
| 25 BAYLIS DRIVE | LYNBROOK | NY | 11563 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $5,000 |
| INTEGRITY HOUSE | |||||||
| 103 LINCOLN PARK | NEWARK | NJ | 07102 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $5,000 |
| JA CLERMONT MEMORIAL FUND | |||||||
| PO BOX 1304 | COLUMBIA | MD | 21044 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $8,000 |
| KRISTEN ANN CARR FUND | |||||||
| 39 WEST 32ND STREET SUITE 1403 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GRANT FOR MEDICAL RESEARCH AND EDUCATIONAL PURPOSES | $1,500 |
| LAS VEGAS VICTIMS FUND | |||||||
| 1529 PINTO LANE | LAS VEGAS | NV | 89106 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $200 |
| MEMORIAL SLOAN KETTERING | |||||||
| 515 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GRANT FOR MEDICAL AND EDUCATIONAL RESEARCH | $3,000 |
| MEMORIAL SLOAN KETTERING | |||||||
| 515 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GRANT FOR MEDICAL AND EDUCATIONAL RESEARCH | $3,000 |
| PARTNERS FOR WOMEN AND JUSTICE | |||||||
| 60 SOUTH FULLERTON AVE 106 | MONTCLAIR | NJ | 07042 | NONE | 501(C)(3) | GRANT FOR EDUCATIONAL PURPOSES | $7,000 |
| RONALD MCDONALD HOUSE | |||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $1,000 |
| ST JUDES CHILDREN'S HOSPITAL | |||||||
| 2612 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $2,000 |
| STREET SQUASH NEWARK BRICK CIT | |||||||
| 60 PARK PLACE | NEWARK | NJ | 07102 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $250 |
| SYBIL TRENT NIEPORENT FOUNDATION | |||||||
| 249 WEST BROADWAY | NEW YORK | NY | 10013 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $250 |
| THE CODEY FUND FOR MENTAL HEALTH | |||||||
| 300 EXECUTIVE DRIVE | WEST ORANGE | NJ | 07052 | NONE | 501(C)(3) | GRANT FOR EDUCATIONAL PURPOSES | $2,500 |
| THE JAMES BEARD FOUNATION | |||||||
| 187 WEST 12TH STREET | NEW YORK | NY | 10011 | NONE | 501(C)(3) | GRANT FOR MEDICAL RESEARCH AND EDUCATIONAL PURPOSES | $275 |
| THE NEW YORK STEM CELL FOUNDATION | |||||||
| 1995 BROADWAY SUITE 600 | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GRANT FOR MEDICAL AND EDUCATIONAL RESEARCH | $15,000 |
| THE NEW YORK STEM CELL FOUNDATION | |||||||
| 1995 BROADWAY SUITE 600 | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GRANT FOR SCIENTIFIC RESEARCH | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,593 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,441 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,753 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,169 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,363 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,363 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME EARNED FROM SECURITIES WAS USED TO FURTHER THE FOUNDATION'S EDUCATIONAL AND SCIENTIFIC RESEARCH GOALS. |
| 4 | INCOME EARNED FROM SECURITIES WAS USED TO FURTHER THE FOUNDATION'S EDUCATIONAL AND SCIENTIFIC RESEARCH GOALS. |
| 8 | INCOME EARNED FROM SECURITIES WAS USED TO FURTHER THE FOUNDATION'S EDUCATIONAL AND SCIENTIFIC RESEARCH GOALS. |
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 | $2,800 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $73,018 | EOYBookValueAmt |
| EOYFMV | $73,018 | 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 | $944,947 | BookValueAmt |
| EOYFMV | $1,159,546 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $454 | $454 | $0 |
| STATE REGISTRATION FEES | $250 | $0 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $12,933 | Amt |
| Net Investment Income | $12,933 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |