SCHOOR FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SCHOOR FAMILY FOUNDATION INC (EIN 20-0514639)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-09-15
- IRS object ID
- 201712589349100511
- Schema version
- 2015v3.0
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-15T11:03:33-05:00 | ReturnTs |
| Tax Period End | 2016-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 FROEHLICH FARM BLVD | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200514639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHOOR FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 7323030040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 PARK AVENUE SUITE 2 | AddressLine1Txt |
| City | FREEHOLD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07728 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD SCHOOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7323030040 | PhoneNum |
| Signature | 2017-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MORDECAI LERER | PreparerPersonNm |
| PTIN | P00490856 | PTIN |
| Phone | 5169925900 | PhoneNum |
| Preparation | 2017-09-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $749,056 | 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 | $25,397 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,397 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $145,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,986 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,383 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,383 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,392 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,392 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,656 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,239 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,239 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $688,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $705,343 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $731,817 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $731,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $722,582 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $749,056 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $731,855 | RetainedEarningBOYAmt |
| Retained Earning EOY | $722,582 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $731,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $722,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $731,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $722,582 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $731,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $722,582 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $722,582 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| DECEMBER - SHORT-TERM #35341 | P | $1,317 | $2,412 | -$1,095 | -$1,095 |
| JANUARY - LONG-TERM #35341 | P | $4,865 | $5,345 | -$480 | -$480 |
| JANUARY - LONG-TERM #35341 | P | $5,032 | $8,281 | -$3,249 | -$3,249 |
| MARCH - SHORT-TERM #35340 | P | $10,135 | $10,140 | -$5 | -$5 |
| JANUARY - SHORT-TERM #35340 | P | $25,000 | $25,000 | $0 | $0 |
| FEBRUARY - LONG-TERM #35341 | P | $7,441 | $6,709 | $732 | $732 |
| DECEMBER - LONG-TERM #35341 | P | $956 | $2,503 | -$1,547 | -$1,547 |
| APRIL - SHORT-TERM #35340 | P | $35,978 | $33,959 | $2,019 | $2,019 |
| APRIL - LONG-TERM #35341 | P | $4,650 | $3,442 | $1,208 | $1,208 |
| MAY - LONG-TERM #35341 | P | $5,208 | $3,530 | $1,678 | $1,678 |
| MARCH - SHORT-TERM #35341 | P | $521 | $505 | $16 | $16 |
| MARCH - LONG-TERM #35341 | P | $3,502 | $3,224 | $278 | $278 |
| JULY - SHORT-TERM #35341 | P | $99 | $100 | -$1 | -$1 |
| JULY - LONG-TERM #35341 | P | $15,859 | $12,201 | $3,658 | $3,658 |
| AUGUST - LONG-TERM #35341 | P | $2,842 | $1,929 | $913 | $913 |
| SEPTEMBER - SHORT-TERM #35341 | P | $294 | $264 | $30 | $30 |
| SEPTEMBER - LONG-TERM #35341 | P | $2,404 | $2,254 | $150 | $150 |
| OCTOBER - SHORT-TERM #35341 | P | $3,203 | $2,766 | $437 | $437 |
| OCTOBER - LONG-TERM #35341 | P | $16,368 | $10,124 | $6,244 | $6,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,986 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,217 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $746,776 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036446 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,838 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $758,240 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,140 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $746,995 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055074 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,744 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $731,898 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042006 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,820 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $771,974 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039924 | DistributionYr5Rt |
| Total Distribution | 0.211483 | TotalDistributionRt |
| Average Distribution | 0.042297 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $749,637 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,707 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $261 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,968 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,100 | 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 | $261 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $261 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,110 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,110 | TotalPaymentsAndCreditsAmt |
| Overpayment | $849 | OverpaymentAmt |
| Applied To ES Tax | $849 | 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 |
| Individual With Books | BARBARA K SCHOOR | IndividualWithBooksNm |
| Phone | 7325779833 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7305 | AddressLine1Txt |
| City | FREEHOLD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07728 | 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD M SCHOOR | ||||||||
| PO BOX 7305 | FREEHOLD | NJ | 07728 | PRESIDENT AND TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARBARA K SCHOOR | ||||||||
| PO BOX 7305 | FREEHOLD | NJ | 07728 | SECRETARY AND TRUSTEE | 0.25 | $0 | $0 | $0 |
| DEBRA SCOTT | ||||||||
| PO BOX 7305 | FREEHOLD | NJ | 07728 | TREASURER AND TRUSTEE | 4.00 | $0 | $0 | $0 |
| JAMES J SERPICO | ||||||||
| PO BOX 7305 | FREEHOLD | NJ | 07728 | VICE PRESIDENT AND TRUSTEE | 0.25 | $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 | $739,593 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,460 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $761,053 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $761,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $749,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,482 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $261 | TotalTaxAmt |
| Distributable Before Adj | $37,221 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,221 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $261 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,839 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,487 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,487 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $20,608 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | 501(C)(3) | CHARITABLE GIFT | $1,000 |
| COLLIER SERVICES FOUNDATION INC | |||||||
| 160 CONOVER ROAD | WICKATUNK | NJ | 07765 | NONE | 501(C)(3) | CHARITABLE GIFT | $10,000 |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE GIFT | $5,000 |
| DAN ERIC OLSEN FOUNDATION | |||||||
| 40 PAAG CIRCLE | LITTLE SILVER | NJ | 07739 | NONE | 501(C)(3) | CHARITABLE GIFT | $300 |
| GIRL SCOUT TROOP | |||||||
| 613 MIDLAND AVE | STATEN ISLAND | NY | 10306 | NONE | 501(C)(3) | CHARITABLE GIFT | $500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 200 CONNECTICUT AVE | NORWALK | CT | 06854 | NONE | 501(C)(3) | CHARITABLE GIFT | $150 |
| LAFAYETTE COLLEGE | |||||||
| 730 HIGH ST | EASTON | PA | 18042 | NONE | 501(C)(3) | CHARITABLE GIFT | $1,000 |
| NATIONAL MS SOCIETY | |||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | CHARITABLE GIFT | $5,000 |
| TEMPLE BETH SHALOM | |||||||
| 108 FREEHOLD ROAD | MANALAPAN | NJ | 07726 | NONE | 501(C)(3) | CHARITABLE GIFT | $5,000 |
| SUNY SULLIVAN FOUNDATION | |||||||
| 112 COLLEGE ROAD | LOCH SHELDRAKE | NY | 12759 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| BROWN UNIVERSITY'S PRESIDENT FUND | |||||||
| 1 PROSPECT STREET PO BOX 1860 | PROVIDENCE | RI | 02912 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 |
| CANCER INSTITUTE OF NEW JERSEY | |||||||
| 120 ALBANY STREET TOWER TWO 2ND FL | NEW BRUNSWICK | NJ | 08901 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,500 |
| CANUSO FOUNDATION | |||||||
| 1010 KINGS HIGHWAY SOUTH BUILDING 1 | CHERRY HILL | NJ | 08034 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $100 |
| COMET POP WARNER CHEERLEADING | |||||||
| 749 BUDD ROAD | WOODBOURNE | NY | 12788 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $300 |
| CUB SCOUT PACK 525 | |||||||
| 1141 LEPAK CT | SHOREVIEW | MN | 55126 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,350 | 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 | $25,397 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,986 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,383 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,383 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS #35340E0 | StockNm |
| EOY Book Value | $705,343 | EOYBookValueAmt |
| EOYFMV | $731,817 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE EXPENSE | $0 | $0 | $0 |
| BANK CHARGES | $150 | $150 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $8,392 | Amt |
| Net Investment Income | $8,392 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $51 | $0 | $0 |
| FOREIGN TAXES | $213 | $0 | $0 |