SCHOOR FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SCHOOR FAMILY FOUNDATION INC (EIN 20-0514639)
- Tax period
- 2014-11-01 to 2015-10-31
- Filed
- 2016-09-14
- IRS object ID
- 201632589349100323
- Schema version
- 2014v6.0
- 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 | 2016-09-14T17:49:43-05:00 | ReturnTs |
| Tax Period End | 2015-10-31 | 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 | 2014-11-01 | 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 | 9735779833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7305 | 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 | 9735779833 | PhoneNum |
| Signature | 2016-09-14 | 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 | 2016-09-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $754,762 | 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 | $31,148 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,148 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,535 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $648,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,535 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,683 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,683 | 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 | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,773 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,773 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $260 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $168 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $92 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,941 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,941 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,217 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,742 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,090 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,217 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $714,415 | CorporateStockBOYAmt |
| Corporate Stock EOY | $688,638 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $711,545 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $743,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $731,855 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $754,762 | 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 | $743,505 | RetainedEarningBOYAmt |
| Retained Earning EOY | $731,855 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $743,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $731,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $743,505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $731,855 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $743,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,650 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $731,855 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $731,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BRISTOL MYERS SQUIBB CO | P | 2013-06-28 | 2014-11-03 | $2,820 | $2,222 | $598 | $598 |
| JOHNSON & JOHNSON | P | 2013-06-28 | 2014-11-03 | $2,573 | $86 | $2,487 | $2,487 |
| CARE CAPITAL PROPERTIES | P | 2014-10-13 | 2015-08-31 | $24 | $26 | -$2 | -$2 |
| TOTAL SA FRANCE SPON | P | 2014-10-13 | 2015-08-31 | $139 | $172 | -$33 | -$33 |
| CARE CAPITAL PROPERTIES | P | 2015-08-31 | $587 | $590 | -$3 | -$3 | |
| KRAFT HEINZ | P | 2013-06-28 | 2015-09-24 | $1,440 | $1,103 | $337 | $337 |
| REYNOLDS AMERN INC | P | 2013-06-28 | 2015-09-24 | $3,190 | $1,843 | $1,347 | $1,347 |
| TOTAL SA FRANCE SPON | P | 2015-08-31 | $7,671 | $8,169 | -$498 | -$498 | |
| SEE ATTACHED STMT (#35340E0) | P | $162,409 | $165,311 | -$2,902 | -$2,902 | ||
| SEE ATTACHED STMT (#35340E0) | P | $240,099 | $238,066 | $2,033 | $2,033 | ||
| HALYARD HEALTH INC | P | 2013-06-28 | 2014-11-13 | $227 | $194 | $33 | $33 |
| LILLY ELI & CO | P | 2013-06-28 | 2014-12-12 | $2,972 | $2,079 | $893 | $893 |
| SEE ATTACHED STMT (#217991) | P | $381 | $448 | -$67 | -$67 | ||
| SEE ATTACHED STMT (#217991) | P | $10,529 | $9,517 | $1,012 | $1,012 | ||
| SEE ATTACHED STMT (#217991) | P | $61 | $73 | -$12 | -$12 | ||
| SEE ATTACHED STMT (#217991) | P | $11,771 | $9,767 | $2,004 | $2,004 | ||
| KRAFT FOODS GROUP | P | 2014-10-13 | 2015-07-06 | $50 | $50 | $50 | |
| KRAFT FOODS GROUP | P | 2014-06-05 | 2015-07-06 | $50 | $50 | $50 | |
| KRAFT FOODS GROUP | P | 2013-06-28 | 2015-07-06 | $2,822 | $2,822 | $2,822 | |
| DONNELLEY RR & SONS | P | 2013-09-18 | 2014-11-19 | $5,506 | $5,481 | $25 | $25 |
| HUMANA INC | P | 2012-04-30 | 2014-12-05 | $17,120 | $17,452 | -$332 | -$332 |
| WILLIS NORTH AMER | P | 2012-04-25 | 2014-12-09 | $16,291 | $16,963 | -$672 | -$672 |
| SEAGATE TECHNOLOGY | P | 2012-05-17 | 2014-12-24 | $2,200 | $2,228 | -$28 | -$28 |
| UNITED STATES TREASURY | P | 2014-11-17 | 2015-01-05 | $5,000 | $5,000 | $0 | $0 |
| UNITED STATES TREASURY | P | 2014-11-17 | 2015-02-26 | $25,000 | $29,999 | -$4,999 | -$4,999 |
| SEE ATTACHED STMT (#211663) | P | $11,374 | $11,516 | -$142 | -$142 | ||
| SEE ATTACHED STMT (#211663) | P | $34,755 | $35,289 | -$534 | -$534 | ||
| DAVITA HEALTHCARE | P | 2014-12-24 | 2015-04-21 | $2,106 | $2,091 | $15 | $15 |
| DAVITA HEALTHCARE | P | 2014-06-04 | 2015-04-21 | $11,585 | $11,686 | -$101 | -$101 |
| UNITED STATES TREASURY | P | 2015-02-26 | 2015-05-28 | $18,000 | $17,999 | $1 | $1 |
| SEE ATTACHED STMT (#211663) | P | $16,157 | $16,086 | $71 | $71 | ||
| SEE ATTACHED STMT (#211663) | P | $25,013 | $25,866 | -$853 | -$853 | ||
| MICROSOFT CORP | P | 2015-03-11 | 2015-07-01 | $4,880 | $4,999 | -$119 | -$119 |
| HEINZ | P | 2014-10-07 | 2015-07-06 | $4,085 | $4,031 | $54 | $54 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,535 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,838 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $758,240 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038033 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,140 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $746,995 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055074 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,744 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $731,898 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042006 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,820 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $771,974 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039924 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,168 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $781,859 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079513 | DistributionYr5Rt |
| Total Distribution | 0.254550 | TotalDistributionRt |
| Average Distribution | 0.050910 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $746,776 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,018 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $157 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,175 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,217 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,425 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,425 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,110 | OverpaymentAmt |
| Applied To ES Tax | $1,110 | 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 | $672,788 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $758,148 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $758,148 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $746,776 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $315 | TotalTaxAmt |
| Distributable Before Adj | $37,024 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,024 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,024 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,217 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,217 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,217 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,024 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,680 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,217 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,680 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,537 | 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 | $18,487 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | 501(C)(3) | CHARITABLE GIFT | $300 | |
| BEAM HOUSING SERVICES INC | ||||||||
| 42 EDGEHILL AVE | CHATHAM | NJ | 07928 | NONE | 501(C)(3) | CHARITABLE GIFT | $1,500 | |
| BROOKDALE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 765 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | NONE | 501(C)(3) | CHARITABLE GIFT | $300 | |
| COLLIER SERVICES FOUNDATION INC | ||||||||
| 160 CONOVER ROAD | WICKATUNK | NJ | 07765 | NONE | 501(C)(3) | CHARITABLE GIFT | $5,650 | |
| COVENANT HOUSE | ||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE GIFT | $1,500 | |
| DAN ERIC OLSEN FOUNDATION | ||||||||
| 40 PAAG CIRCLE | LITTLE SILVER | NJ | 07739 | NONE | 501(C)(3) | CHARITABLE GIFT | $500 | |
| FALLSBURG POP WARNER | ||||||||
| 749 BUDD ROAD | WOODBOURNE | NY | 12788 | NONE | 501(C)(3) | CHARITABLE GIFT | $300 | |
| MULTIPLE SCLEROSIS SOCIETY | ||||||||
| ASPEN CORPORATE PARK 1 1480 US | WOODBRIDGE | NJ | 07095 | NONE | 501(C)(3) | CHARITABLE GIFT | $5,000 | HIGHWAY 9 NORTH SUITE 301 |
| TEMPLE BETH SHALOM | ||||||||
| 108 FREEHOLD ROAD | MANALAPAN | NJ | 07726 | NONE | 501(C)(3) | CHARITABLE GIFT | $10,000 | |
| THE JUPITER MEDICAL CENTER FOUNDATION | ||||||||
| 1210 S OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | 501(C)(3) | CHARITABLE GIFT | $1,000 | |
| CHHANGE (CENTER FOR HOLOCAUST HUMAN RIGHTS & GENOCIDE EDUCATION) | ||||||||
| 765 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | NONE | 501(C)(3) | CHARITABLE GIFT | $325 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 101 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | CHARITABLE GIFT | $500 | |
| UNITED WAY OF SULLIVAN COUNTY | ||||||||
| 33 LAKEWOOD AVENUE | MONTICELLO | NY | 12701 | NONE | 501(C)(3) | CHARITABLE GIFT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,125 | 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 | $31,148 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,535 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,683 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,683 | 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 | $9,000 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE ("A") | StockNm |
| EOY Book Value | $688,638 | EOYBookValueAmt |
| EOYFMV | $711,545 | 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 | $92 | $0 | $92 |
| BANK CHARGES | $168 | $168 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $8,773 | Amt |
| Net Investment Income | $8,773 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $175 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |