CHARLES AND LYNNE KLATSKIN FAMILY CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND LYNNE KLATSKIN FAMILY CHARITABLE TR (EIN 22-6831861)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-10-30
- IRS object ID
- 201843039349100349
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-30T16:03:21-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226831861 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES AND LYNNE KLATSKIN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 2012885700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HOLLISTER ROAD | AddressLine1Txt |
| City | TETERBORO | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES KLATSKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2016831861 | PhoneNum |
| Signature | 2018-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH BURSTINER | PreparerPersonNm |
| PTIN | P00435497 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2018-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.108.113.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-30 | IPDt |
| IP Tm | 17:00:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BA93E71E325C246CE21FCE397E176DD9694F4AD0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 511D11C197B333D8DF25F96E72E8E27B5B4A302F | 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 | $3,270,998 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,006,880 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $98 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $98 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,165 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,165 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,711 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,711 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,140,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,974 | 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 | $600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $168,157 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $168,157 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $971,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,398 | CashBOYAmt |
| Cash EOY | $65,640 | CashEOYAmt |
| Cash EOYFMV | $65,640 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,443 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,443 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,183,687 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,166,095 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,184,915 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,280,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,252,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,270,998 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,163,194 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,163,194 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$882,933 | RetainedEarningBOYAmt |
| Retained Earning EOY | $88,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,280,261 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,252,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,280,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,252,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,280,261 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $971,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,252,178 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,252,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 425 SHS. ILLINOIS TOOL WORKS INC. | P | 2006-11-09 | 2017-12-13 | $69,910 | $20,039 | $49,871 | $49,871 |
| 100 SHS. EMERSON ELEC CO | P | 2006-11-15 | 2018-06-05 | $7,274 | $4,434 | $2,840 | $2,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,711 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $155,858 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,062,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075562 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,339 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,996,484 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049256 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $194,316 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,315,728 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083911 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185,923 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,161,091 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086032 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,163,031 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,304,053 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.504776 | DistributionYr5Rt |
| Total Distribution | 0.799537 | TotalDistributionRt |
| Average Distribution | 0.159907 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,808,612 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $449,117 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,338 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $450,455 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $168,157 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,261 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,261 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,415 | TaxDueAmt |
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 | Yes (1) | 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 | CHARLES KLATSKIN | IndividualWithBooksNm |
| Phone | 2012885700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HOLLISTER ROAD | AddressLine1Txt |
| City | TETERBORO | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07608 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES KLATSKIN | ||||||||
| 400 HOLLISTER ROAD | TETERBORO | NJ | 07608 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LYNNE KLATSKIN | ||||||||
| 400 HOLLISTER ROAD | TETERBORO | NJ | 07608 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DEBORAH KLATSKIN | ||||||||
| 400 HOLLISTER ROAD | TETERBORO | NJ | 07608 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SAMUEL KLATSKIN | ||||||||
| 400 HOLLISTER ROAD | TETERBORO | NJ | 07608 | 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 | $2,751,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,851,383 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,851,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,808,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,676 | TotalTaxAmt |
| Distributable Before Adj | $137,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,755 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,157 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $168,157 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $168,157 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,050,830 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $78,596 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,410 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,665 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,262,538 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,157 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $137,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,402 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,292,940 | 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 | $1,050,830 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $242,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $78,596 | ExcessFromYear4Amt |
| Excess From Year3 | $79,410 | ExcessFromYear3Amt |
| Excess From Year2 | $37 | ExcessFromYear2Amt |
| Excess From Year1 | $53,665 | ExcessFromYear1Amt |
| Excess From Current Year | $30,402 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES KLATSKIN | ContributingManagerNm |
| Contributing Manager | LYNNE KLATSKIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION ANSHEI ROOSEVELT | |||||||
| 20 HOMESTEAD LANE | ROOSEVELT | NJ | 085550163 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| EB RESEARCH PARTNERSHIP | |||||||
| 132 E 93RD ST STE 432 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| JCC ON THE PALISADES | |||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | NONE | PUBLIC CHARITY | CHARITABLE | $20,888 |
| JEWISH FEDERATION | |||||||
| 50 EISENHOWER DR | PARAMUS | NJ | 07652 | NONE | PUBLIC CHARITY | CHARITABLE | $10,100 |
| JEWISH HOME FOUNDATION | |||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | NONE | PUBLIC CHARITY | CHARITABLE | $750 |
| SIOR FOUNDATION | |||||||
| 1201 NEW YORK NW STE 350 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| TEMPLE EMANU-EL | |||||||
| 180 PIERMONT ROAD | CLOSTER | NJ | 07624 | NONE | PUBLIC CHARITY | CHARITABLE | $9,630 |
| THE ARNOLD P GOLD FOUNDATION | |||||||
| 619 PALISADE AVE 2ND FLOOR | ENGLEWOOD CLIFFS | NJ | 07632 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | |||||||
| 1220 L STREET NW SUITE 300 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE | $25 |
| GERSHON JACOBSON FOUNDATION | |||||||
| 757 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| JUVENILE DIABETES RESEARCH | |||||||
| 901 PLEASANT VALLEY AVENUE | MT LAURELL | NJ | 08054 | NONE | PUBLIC CHARITY | CHARITABLE | $250 |
| KESSLER FOUNDATION | |||||||
| 120 EAGLE ROCK AVENUE SUITE 100 | EAST HANOVER | NJ | 07936 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| THE MATAN INSTITUTE | |||||||
| 520 EIGTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE | $250 |
| NYU WINTHROP HOSPITAL | |||||||
| 150 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| THE COMMUNITY FOUNDATION | |||||||
| PO BOX 338 | MORRISTOWN | NJ | 07963 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| ENGLEWOOD VOLUNTEER AMBULANCE CORPS | |||||||
| PO BOX 743 | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC CHARITY | CHARITABLE | -$118 |
| FRIENDS OF KAREN | |||||||
| 118 TITICUS ROAD | NORTH SALEM | NY | 10560 | NONE | PUBLIC CHARITY | CHARITABLE | -$118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,157 | 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 | $98 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,165 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,711 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $133,974 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,974 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHARLES AND LYNNE KLATSKIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HOLLISTER ROAD | AddressLine1Txt |
| City | TETERBORO | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,006,880 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 14,500 SHARES LAS VEGAS SANDS CORP. | NoncashPropertyDesc |
| Fair Market Value | $1,006,880 | FairMarketValueAmt |
| Received | 2017-12-05 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS IN MERRILL LYNCH | StockNm |
| EOY Book Value | $2,166,095 | EOYBookValueAmt |
| EOYFMV | $3,184,915 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $150 | $150 | $0 |
| BANK CHARGES | $30 | $30 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES AND LYNNE KLATSKIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HOLLISTER ROAD | AddressLine1Txt |
| City | TETERBORO | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07608 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |