VICTOR AND PEARL TUMPEER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VICTOR AND PEARL TUMPEER FOUNDATION (EIN 36-6102201)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-28
- IRS object ID
- 201701799349100705
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-28T09:49:15-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-06-27 | 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 | 2017-06-27 | IPDt |
| IP Tm | 14:41:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F3F09652F1239084BC2469A6A5B1A94B29C49B02 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F3F09652F1239084BC2469A6A5B1A94B29C49B02 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,220,875 | 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 | $693 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $653 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,102 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,916 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $75,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,829 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,755 | 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 |
| Legal Fees Rev And Expnss | $250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $250 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| 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 | $12,422 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,422 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $574 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $324 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,980 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,026 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,359 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $189,073 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,874 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,874 | 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 | $31,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,353 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,353 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $944,195 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $940,196 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,057,977 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,172,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,103,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,220,875 | 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 | $807,163 | RetainedEarningBOYAmt |
| Retained Earning EOY | $737,966 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,172,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,103,094 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,172,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,103,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,172,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,103,094 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,103,094 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OPPENHEIMER DEV MKTS CL Y | P | 2015-12-03 | 2016-11-17 | $262 | $254 | $8 | $8 |
| VIRTUS OPPORTUNITIES | P | 2015-12-23 | 2016-11-17 | $357 | $347 | $10 | $10 |
| OPPENHEIMER DEV MKTS CL Y | P | 2014-12-08 | 2016-12-31 | $33,860 | $40,342 | -$6,482 | -$6,482 |
| VIRTUS CHG EMERGING MARKETS | P | 2013-08-14 | 2016-12-31 | $18,300 | $21,672 | -$3,372 | -$3,372 |
| VIRTUS OPPORTUNITIES | P | 2014-12-23 | 2016-12-31 | $18,496 | $19,857 | -$1,361 | -$1,361 |
| CAPITAL GAINS DIVIDENDS | P | $4,281 | $4,281 | $4,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,916 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,775 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,277,746 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074956 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,801 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,123,173 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074611 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,528 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,274,266 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051424 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $697,202 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071715 | DistributionYr4Rt |
| Total Distribution | 0.272706 | TotalDistributionRt |
| Average Distribution | 0.068177 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,228,788 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,775 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $74 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,849 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,380 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $147 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $147 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $699 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $699 | TotalPaymentsAndCreditsAmt |
| Overpayment | $552 | OverpaymentAmt |
| Applied To ES Tax | $552 | 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 | $1,138,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,671 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,247,501 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,247,501 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,228,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,439 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,439 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147 | TotalTaxAmt |
| Distributable Before Adj | $61,292 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,292 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,292 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,380 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $70,380 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,380 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,292 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $15,217 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,034 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,040 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,838 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,129 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,292 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,088 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $89,217 | 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 | $89,217 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,217 | ExcessFromYear4Amt |
| Excess From Year3 | $2,034 | ExcessFromYear3Amt |
| Excess From Year2 | $30,040 | ExcessFromYear2Amt |
| Excess From Year1 | $32,838 | ExcessFromYear1Amt |
| Excess From Current Year | $9,088 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 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 CANCER SOCIETY | |||||||
| PO BOX 22478 | OKALHOMA CITY | OK | 73123 | NONE | 501(C)(3) | GRANT FOR MEDICAL RESEARCH AND EDUCATIONAL PURPOSES | $1,000 |
| BY KIDS | |||||||
| 330 WEST END AVENUE 7A | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GRANT FOR EDUCATIONAL PURPOSES | $530 |
| CANCER SUPPORT COMM CNJ | |||||||
| 3 CROSSROADS DRIVE | BEDMINSTER | NJ | 07921 | NONE | 501(C)(3) | GRANT FOR MEDICAL RESEARCH AND EDUCATIONAL PURPOSES | $20,000 |
| CAREERS THROUGH CULINARY ARTS | |||||||
| 505 EIGHTH AVENUE SUITE 1400 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $1,650 |
| CHILDREN'S SPECIALIZED HOSPITAL | |||||||
| 815 BROADWAY | BAYONE | NJ | 07002 | NONE | 501(C)(3) | GRANT FOR MEDICAL RESEARCH AND EDUCATIONAL PURPOSES | $5,000 |
| 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 | $1,000 |
| CITY HARVEST INC | |||||||
| 6 EAST 32 STREET FL 5 | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GRANT FOR SERVICES FOR INDIVIDUALS LIVING WITH MENTAL ILLNESS | $1,200 |
| CITY HARVEST INC | |||||||
| 6 EAST 32 STREET FL 5 | NEW YORK | NY | 10016 | NONE | GRANT FOR EDUCATIONAL PURPOSES | $400 | |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GRANT FOR FOOD RESCUE, DISTRIBUTION, AND EDUCATIONAL PURPOSES | $100 |
| JHU KIMMEL CANCER CENTER | |||||||
| PO BOX 17029 | BALTIMORE | MD | 21297 | NONE | 501(C)(3) | GRANT FOR MEDICAL RESEARCH AND EDUCATIONAL PURPOSES | $1,000 |
| 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 | $1,000 |
| MEMORIAL SLOAN KETTERING | |||||||
| 515 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GRANT FOR MEDICAL AND EDUCATIONAL RESEARCH | $3,000 |
| NEW YORK PEACE INSTITUTE | |||||||
| 111 JOHN STREET | NEW YORK | NY | 10038 | NONE | GRANT FOR MEDICAL RESEARCH AND EDUCATIONAL PURPOSES | $8,000 | |
| OPERATION HOPE | |||||||
| 231 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | GRANT FOR MEDICAL RESEARCH AND EDUCATIONAL PURPOSES | $5,000 | |
| PARTNERS FOR WOMEN AND JUSTICE | |||||||
| 60 SOUTH FULLERTON AVE 106 | MONTCLAIR | NJ | 07042 | NONE | 501(C)(3) | GRANT FOR EDUCATIONAL PURPOSES | $100 |
| SUSAN G KOMEN 3 DAY | |||||||
| 55 EAST JACKSON BLVD SUITE 1010 | CHICAGO | IL | 60604 | NONE | 501(C)(3) | GRANT FOR MEDICAL RESEARCH AND EDUCATIONAL PURPOSES | $500 |
| THE NEW YORK STEM CELL FOUNDATION | |||||||
| 1995 BROADWAY SUITE 600 | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GRANT FOR MEDICAL AND EDUCATIONAL RESEARCH | $10,000 |
| 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 | $68,980 | 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 | 01 | ExclusionCd |
| Related Or Exempt Function Incm | $693 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,052 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$6,916 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,829 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,829 | 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 | $71,353 | EOYBookValueAmt |
| EOYFMV | $71,353 | 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 | $940,196 | BookValueAmt |
| EOYFMV | $1,057,977 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $250 | LegalFeesAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $324 | $324 | $0 |
| STATE REGISTRATION FEES | $250 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $12,422 | Amt |
| Net Investment Income | $12,422 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |