AMY KLETTE NEWMAN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMY KLETTE NEWMAN FOUNDATION (EIN 58-2524051)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-28
- IRS object ID
- 201723329349100002
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-28T07:28:51-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223077810 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY AND SCHWARTZ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 ROUTE 17 NORTH SUITE 305 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 076521415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582524051 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWMAN AMY KLETTE FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWM | BusinessNameControlTxt |
| Phone | 2128855158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WEST END AVE APT 10C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL JOSEPH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128855158 | PhoneNum |
| Signature | 2017-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES GREGORY | PreparerPersonNm |
| PTIN | P01259793 | PTIN |
| Phone | 2019860007 | PhoneNum |
| Preparation | 2017-04-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.99.178.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-12 | IPDt |
| IP Tm | 09:12:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5E577C2123C1BEF04AE21EEFDABC5D9E443F66C8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 61BD1FB8519CB23BD91F942CC04C95B814E268BE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,927,277 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $940,650 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,736 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,852 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,852 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,688 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,381 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$190,442 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,689 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,598 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,283,897 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,992,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,141,915 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,711,672 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,814,486 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,758,764 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,024,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,833,816 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,927,277 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,024,258 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,833,816 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,024,258 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,833,816 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,024,258 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,833,816 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,024,258 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$190,442 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,833,816 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,833,816 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 250SHS AQR MANAGED FUTURES FUND | P | $2,328 | $2,509 | -$181 | -$181 |
| 89SHS AQR MULTI STRATERGY | P | $872 | $856 | $16 | $16 |
| 173SHS BLACKSTONE ALTERNATIVE | P | $1,630 | $1,726 | -$96 | -$96 |
| 90SHS EATON VANCE GLOBAL | P | $810 | $804 | $6 | $6 |
| 142SHS FIDELITY SAI EMERG MKT | P | $1,618 | $1,555 | $63 | $63 |
| 2234SHS FIDELITY SAI US LARGE CAP | P | $26,782 | $25,740 | $1,042 | $1,042 |
| 285SHS PIMCO COMMODITY | P | $1,966 | $1,932 | $34 | $34 |
| 2985SHS ARDENALT STRATEGIES | P | $26,860 | $30,393 | -$3,533 | -$3,533 |
| 4063SHS BLACKSTONE ALT | P | $38,427 | $40,479 | -$2,052 | -$2,052 |
| 160SHS FIDELITY GNMA FUND | P | $1,842 | $1,870 | -$28 | -$28 |
| 8830SHS MERGER FUND | P | $136,434 | $139,416 | -$2,982 | -$2,982 |
| 7851SHS STRATEGIC ADVISERS CORE | P | $120,090 | $109,093 | $10,997 | $10,997 |
| 10902SHS STRATEGIC ADVISERS CORE INCOME | P | $113,333 | $117,735 | -$4,402 | -$4,402 |
| 4733SHS STRATEGIC ADVISERS EMERGING MKTS | P | $39,284 | $42,560 | -$3,276 | -$3,276 |
| 4147SHS STRATEGIC ADVISERS GROWTH | P | $67,018 | $58,720 | $8,298 | $8,298 |
| 4458SHS STRATEGIC ADVISERS INCOME | P | $41,195 | $45,038 | -$3,843 | -$3,843 |
| 11229SHS STRATEGIC ADVISERS INTL | P | $106,056 | $105,287 | $769 | $769 |
| 2561SHS STRATEGIC ADVISERS SHORT DURATION | P | $25,608 | $25,826 | -$218 | -$218 |
| 2462SHS STRATEGIC ADVISERS SMALL MID CAP | P | $31,477 | $30,697 | $780 | $780 |
| 3502SHS STRATEGIC ADVISERS VALUE | P | $61,885 | $56,272 | $5,613 | $5,613 |
| 8830SHS MERGER FUND | P | $37,617 | $42,406 | -$4,789 | -$4,789 |
| CAPITAL GAINS DIVIDENDS | P | $57,518 | $57,518 | $57,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,736 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $280,509 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,125,004 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068002 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $273,307 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $219,500 | AdjustedQlfyDistriYr3Amt |
| Total Distribution | 0.068002 | TotalDistributionRt |
| Average Distribution | 0.022667 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,956,730 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,687 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $695 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,382 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $214,000 | 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 | $695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,030 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,030 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,335 | OverpaymentAmt |
| Applied To ES Tax | $5,335 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL JOSEPH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128855158 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WEST END AVE APT 10C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARC JOSEPH | ||||||||
| 655 POMANDER WALK APT 3 | TEANECK | NJ | 07666 | TRUSTEE | 25.00 | $15,000 | $0 | $0 |
| CAROL JOSEPH | ||||||||
| 473 WEST END AVE APT 10 | NEW YORK | NY | 10024 | TRUSTEE | 15.00 | $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 | $3,970,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,820 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,016,985 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,016,985 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,956,730 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $197,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $197,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $695 | TotalTaxAmt |
| Distributable Before Adj | $197,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $197,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $197,142 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $214,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $695 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $213,305 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $77,931 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,931 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $197,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,858 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $94,789 | 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 | $94,789 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $77,931 | ExcessFromYear1Amt |
| Excess From Current Year | $16,858 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJWS | |||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 |
| ALBERT EINSTEIN SCHOOL OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10453 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $3,000 |
| ALLIANCE FOR CHANGE | |||||||
| PO BOX 590930 | SAN FRANCISCO | CA | 94159 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONSTO FUND NORMAL OPERATIONS | $2,500 |
| ALZEIMER'S FOUNDATION OF AMERICA | |||||||
| 9370 OLIVE BOULEVARD | ST LOUIS | MO | 63132 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 122 EAST 42ND STREET 18 | NEW YORK | NY | 10168 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| BERKELEY LAB FOUNDATION | |||||||
| 1111 BROADWAY SUITE 1450 | OAKLAND | CA | 94607 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| BOTTOMLESS CLOSET | |||||||
| 16 EAST 52ND STREET 15TH FLOOR | NEW YORK | NY | 10022 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| CORNELL LAW SCHOOL | |||||||
| PO BOX 25838 | LEHIGH VALLEY | PA | 18003 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| DREW UNIVERSITY | |||||||
| 36 MADISON AVENUE | MADISON | NJ | 07940 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $20,000 |
| FRIENDS OF KOL HANESHEMA | |||||||
| 85 FOURTH AVE 800 | NEW YORK | NY | 10003 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION | |||||||
| 360 ESSEX STREET SUITE 301 | HACKENSACK | NJ | 07601 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| HELEN DAY ART CENTER | |||||||
| 90 POND STREET | STOWE | VT | 05672 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| HOLY NAME HEALTH CARE FOUNDATION | |||||||
| 718 TEANECK ROAD | TEANECK | NJ | 07666 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,000 |
| INSTITUTE FOR JEWISH SPIRITUALITY | |||||||
| 135 W 29TH STREET SUITE 1103 | NEW YORK | NY | 10001 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,000 |
| ISRAEL POLICY FORUM | |||||||
| 140 WEST 57TH STREET | NEW YORK | NY | 10019 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 |
| JEWISH FEDERATION OF NORTHERN NJ | |||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $7,500 |
| JEWISH HOME AT ROCKLEIGH | |||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| KAPLEN JCC ON THE PALISADES | |||||||
| 411 EAST CLINTON AVE | TENAFLY | NJ | 07670 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 633 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10017 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,000 |
| NATIONAL ALLIANCE BORDERLINE PERSONALITY DISORDER (NEABPD) | |||||||
| 10 QUARRY CT | ST ALBANS | VT | 05478 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 |
| NEW YORK CENTER FOR LAW AND JUSTICE | |||||||
| 2095 BROADWAY | NEW YORK | NY | 10023 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| NEW YORK PRESBYTERIAN WEIL CORNELL | |||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| PHOEBE FOUNDATION | |||||||
| 801 WOODCREST DRIVE | SPRING LAKE HEIGHTS | NJ | 07762 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| PRISON UNIVERSITY PROJECT | |||||||
| 275 RANCHO DE MARIA | MARTINEZ | CA | 94553 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $3,500 |
| PROJECT KESHER | |||||||
| 600 MAMARONECK AVE | HARRISON | NY | 10528 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| PROVIDENCE COLLEGE ( CP FORSTER SCHOLARSHIP) | |||||||
| 52 CEDAR DRIVE | BRISTOL | RI | 02809 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| REGIONAL PLAN ASSOCIATION | |||||||
| 4 IRVING PLACE 7TH FLOOR | NEW YORK | NY | 10003 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $12,500 |
| SHARSHERET | |||||||
| 1086 TEANECK RD | TEANECK | NJ | 07666 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| SMITHSONIAN MUSEUM OF NATURAL HISTORY | |||||||
| 10TH ST CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| TEMPLE SINAI | |||||||
| ONE ENGLE STREET | TENAFLY | NJ | 07670 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $20,000 |
| THE BROTHERHOOD SISTER SOL | |||||||
| 512 WEST 143RD ST | NEW YORK | NY | 10031 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONSTO FUND NORMAL OPERATIONS | $5,000 |
| THE GOOD PEOPLE FUND INC | |||||||
| 384 WYOMING AVE | MILLBURN | NJ | 07041 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| UNITED STATES NAVY MEMORIAL | |||||||
| PO BOX 96570 | WASHINGTON | DC | 20090 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,000 | 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 | $22,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,736 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,852 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,852 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,814,486 | EOYBookValueAmt |
| EOYFMV | $1,758,764 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,992,732 | EOYBookValueAmt |
| EOYFMV | $2,141,915 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $0 | $0 | $0 |
| INSURANCE WC | $625 | $0 | $0 |
| ADVISORY FEES | $12,381 | $12,381 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $2,688 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |