VICTOR AND PEARL TUMPEER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VICTOR AND PEARL TUMPEER FOUNDATION (EIN 36-6102201)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-28
- IRS object ID
- 202533019349100913
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-28T11:37:06-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | MICHAEL TRENK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9736698573 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER KUTNER | PreparerPersonNm |
| PTIN | P00446949 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,109,688 | 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 | $6,525 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,525 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,233 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,233 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $385,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,752 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $93,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,510 | 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 | $7,305 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,653 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,652 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,325 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $304 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,978 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,652 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,180 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,978 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,832 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,854 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,532 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $170,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $225,177 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $226,374 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $7,671 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $7,671 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $7,671 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $651,958 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $542,300 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $875,643 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $830,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $775,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,109,688 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $830,002 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $775,148 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $830,002 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $775,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $830,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $775,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $830,002 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,854 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $775,148 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $775,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INVESCO GOVT & AGENCY PORT INSTITUTIONAL MM | P | 2023-06-02 | 2024-02-14 | $10,000 | $10,000 | $0 | $0 |
| INVESCO GOVT & AGENCY PORT INSTITUTIONAL MM | P | 2023-06-02 | 2024-08-14 | $409 | $409 | $0 | $0 |
| INVESCO GOVT & AGENCY PORT INSTITUTIONAL MM | P | 2023-10-06 | 2024-08-14 | $8,997 | $8,997 | $0 | $0 |
| INVESCO GOVT & AGENCY PORT INSTITUTIONAL MM | P | 2023-10-06 | 2024-09-13 | $20,000 | $20,000 | $0 | $0 |
| US TREASURY NOTES 2.5% | P | 2022-06-24 | 2024-05-31 | $75,000 | $75,000 | $0 | $0 |
| VANGUARD MID CAP INDEX FUND | P | 2013-01-08 | 2024-06-03 | $2,613 | $907 | $1,706 | $1,706 |
| VANGUARD MID CAP INDEX FUND | P | 2013-02-07 | 2024-06-03 | $4,608 | $1,680 | $2,928 | $2,928 |
| VANGUARD SMALL CAP INDEX FUND | P | 2015-03-16 | 2024-06-03 | $5,134 | $2,812 | $2,322 | $2,322 |
| ISHARES TR SELECT DIVID ETF | P | 2020-02-28 | 2024-07-05 | $98,266 | $75,415 | $22,851 | $22,851 |
| VANGUARD HIGH DIVIDEND YIELD ETF | P | 2020-02-28 | 2024-07-05 | $47,020 | $31,587 | $15,433 | $15,433 |
| VANGUARD 500 INDEX FUND ADMIRAL | P | 2020-10-28 | 2024-07-05 | $26,065 | $7,792 | $18,273 | $18,273 |
| INVESCO GOVT & AGENCY PORT INSTITUTIONAL MM | P | 2013-08-15 | 2024-08-01 | $25,000 | $25,000 | $0 | $0 |
| INVESCO GOVT & AGENCY PORT INSTITUTIONAL MM | P | 2023-06-02 | 2024-08-14 | $594 | $594 | $0 | $0 |
| INVESCO GOVT & AGENCY PORT INSTITUTIONAL MM | P | 2023-06-02 | 2024-08-14 | $10,000 | $10,000 | $0 | $0 |
| US TREASURY NOTES 2.5% | P | 2022-11-30 | 2024-10-31 | $25,000 | $25,000 | $0 | $0 |
| INVESCO GOVT & AGENCY PORT INSTITUTIONAL MM | P | 2023-10-06 | 2024-11-01 | $25,000 | $25,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $2,239 | $2,239 | $2,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,752 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,092 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,092 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,092 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $956 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $956 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $137 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| PERA LEE TRENK | ||||||||
| 800 FIFTH AVENUE 4B | NEW YORK | NY | 10065 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL TRENK | ||||||||
| 201 W 70TH STREET APT 7F | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $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 | $910,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $186,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,671 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,105,189 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,105,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,088,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,092 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,092 | TotalTaxAmt |
| Distributable Before Adj | $53,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,339 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,832 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $132,832 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,001 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,285 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,410 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,246 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $103,706 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $141,648 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $132,832 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $221,141 | 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 | $9,001 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $212,140 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,285 | ExcessFromYear4Amt |
| Excess From Year3 | $3,410 | ExcessFromYear3Amt |
| Excess From Year2 | $8,246 | ExcessFromYear2Amt |
| Excess From Year1 | $103,706 | ExcessFromYear1Amt |
| Excess From Current Year | $79,493 | 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 12 | NEWARK | NJ | 07102 | NONE | 501(C)(3) | GRANT FOR CHILDREN SERVICES | $5,000 |
| ALCOTT CENTER FOR MENTAL HEALTH | |||||||
| 10549 JEFFERSON BLVD | CULVER CITY | CA | 90230 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $1,080 |
| ALL THE WAY WELL | |||||||
| 3004 W TUFTS AVE | ENGLEWOOD | CO | 80110 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $12,500 |
| ANIMAL LIGHTHOUSE RESCUE | |||||||
| PO BOX 30349 | NEW YORK | NY | 10011 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $13,000 |
| BORSCHT BELT MUSEUM | |||||||
| 90 CANAL STREET | ELLENVILLE | NY | 12428 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $500 |
| BY KIDS | |||||||
| 330 WEST END AVENUE 7A | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GRANT FOR EDUCATIONAL PURPOSES | $3,000 |
| COHOMEORG | |||||||
| 45 S PARK PLACE | MORRISTOWN | NJ | 07960 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $2,500 |
| COMMUNITY FOR CATSKILLS RESORT MUSEUM | |||||||
| PO BOX 45 | ELLENVILLE | NY | 12428 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $22,500 |
| COOPERMAN BARNABAS MEDICAL | |||||||
| 94 OLD SHORT HILLS RD | LIVINGSTON | NJ | 07039 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $10,000 |
| FAMILY PROMISE | |||||||
| PO BOX 1494 | MORRISTOWN | NJ | 07962 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $5,000 |
| JOHN S MULHOLLAND FAMILY FOUNDATION INC | |||||||
| 1629 K ST NW 300 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSESGRANT FOR CHARITABLE PURPOSES | $16,500 |
| 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 | $2,500 |
| LIGUORI ACADEMY | |||||||
| 2343 E TUCKER STREET | PHILADELPHIA | PA | 19125 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $5,000 |
| MT SINAI OFFICE OF DEVELOPMENT | |||||||
| ONE GUSTAVE LEVY PLACE | NEW YORK | NY | 10029 | NONE | 501(C)(3) | GRANT FOR MEDICAL AND EDUCATIONAL RESEARCH | $100 |
| NEW YORK STEM CELL FOUNDATION | |||||||
| 619 WEST 54 STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GRANT FOR MEDICAL AND EDUCATIONAL RESEARCH | $5,000 |
| NO KID HUNGRY | |||||||
| PO BOX 8907 | TOPEKA | KS | 66608 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $5,000 |
| ONE WORLD SURGERY | |||||||
| 569 BROOKWOOD VILLAGE | BIRMINGHAM | AL | 35209 | NONE | 501(C)(3) | GRANT FOR MEDICAL AND EDUCATIONAL RESEARCH | $5,000 |
| PHILHARMONIC ORCHESTRA FOR CHILDREN | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $10,000 |
| SPRING LAKE HOPE FOUNDATION | |||||||
| 852 FRANKLIN AVENUE | FRANKLIN LAKES | NJ | 07417 | NONE | 501(C)(3) | GRANT FOR CHARITABLE PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,180 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,525 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,233 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,752 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,510 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,510 | 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 | $7,305 | Amt |
| Net Investment Income | $3,653 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,652 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $402,263 | $735,770 |
| U.S. GOVERNMENT SECURITIES | AT COST | $140,037 | $139,873 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $11,325 | Amt |
| Net Investment Income | $11,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $304 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |