THE CHARLES & LYNN KRAMER FAMILY: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE CHARLES & LYNN KRAMER FAMILY (EIN 22-3140331)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-23
- IRS object ID
- 201442049349100604
- Schema version
- 2013v3.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-23T10:59:24-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222831349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVINSKYHOROWITZ & POLLARD LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6611 WINCHESTER AVE | AddressLine1 |
| City | VENTNOR | City |
| State | NJ | State |
| ZIP Code | 08406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223140331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES & LYNN KRAMER FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 6098224636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 SOUTH SECOND ROAD PO BOX 470 | AddressLine1 |
| City | HAMMONTON | City |
| State | NJ | State |
| ZIP Code | 08037 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES W KRAMER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6098224636 | PhoneNum |
| Signature | 2014-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY HOROWITZ CPA | PreparerPersonNm |
| PTIN | P01250816 | PTIN |
| Phone | 6098234621 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,784,499 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $72,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $422,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,845 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $142,774 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,774 | 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 |
| Taxes Rev And Expnss | $1,119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,119 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,919 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,919 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,038 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $116,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $116,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,038 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,736 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $83,376 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,137 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,137 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,156,433 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,144,909 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,444,909 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,048,028 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $941,830 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $941,830 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $274,623 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $274,623 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,287,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,484,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,784,499 | 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 | $2,287,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,484,499 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,287,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,484,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,287,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,484,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,287,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $192,176 | OtherIncreasesAmt |
| Subtotal | $2,484,499 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,484,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $71,943 | $62,875 | $9,068 | $9,068 |
| PUBLICLY TRADED SECURITIES | $34,778 | $36,294 | -$1,516 | -$1,516 |
| PUBLICLY TRADED SECURITIES | $148,931 | $108,661 | $40,270 | $40,270 |
| PUBLICLY TRADED SECURITIES | $33,053 | $22,785 | $10,268 | $10,268 |
| PUBLICLY TRADED SECURITIES | $134,176 | $122,421 | $11,755 | $11,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,845 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,217,454 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048975 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,243,977 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040976 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $118,416 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,278,505 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051971 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $95,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,136,870 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044598 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $101,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,073,227 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049150 | DistributionYr5Rt |
| Total Distribution | 0.235670 | TotalDistributionRt |
| Average Distribution | 0.047134 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,350,375 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,783 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,207 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $111,990 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $116,250 | 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 | $1,207 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,207 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,207 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,819 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,319 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,112 | OverpaymentAmt |
| Applied To ES Tax | $3,112 | 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 | 0 | 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 | LYNN P KRAMER | IndividualWithBooksNm |
| Phone | 6098224636 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 VIA FLORENZA | AddressLine1 |
| City | PALM BEACH GARDENS | City |
| State | NJ | State |
| ZIP Code | 33418 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES W KRAMER | ||||||||
| 126 VIA FLORENZA | PALM BEACH GARDENS | FL | 33418 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LYNN P KRAMER | ||||||||
| 126 VIA FLORENZA | PALM BEACH GARDENS | FL | 33418 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROBERT E SALAD ESQUIRE | ||||||||
| 1125 ATLANTIC AVENUE | ATLANTIC CITY | NJ | 08401 | 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 | $2,282,912 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,256 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,386,168 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,386,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,793 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,350,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,207 | TotalTaxAmt |
| Distributable Before Adj | $116,312 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,312 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,312 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $116,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,207 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $115,043 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,312 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,297 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $6,059 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $10,356 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $116,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $116,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $62 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $62 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,294 | 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 | $4,235 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,059 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES W KRAMER | ContributingManagerNm |
| Contributing Manager | LYNN P KRAMER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE PHILASOUTH JERSEY REGION | |||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | NONE | 501C3 | UNRESTRICTED | $5,000 |
| AVODA | |||||||
| PO BOX 3120 | MARGATE | NJ | 08402 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| CASA ATLANTIC COUNTY | |||||||
| 321 SHORE ROAD | SOMERS POINT | NJ | 08244 | NONE | 501C3 | UNRESTRICTED | $500 |
| CONGREGATION BETH JUDAH | |||||||
| 700 N SWARTHMORE AVENUE | VENTNOR | NJ | 08406 | NONE | 501C3 | UNRESTRICTED | $5,000 |
| GILDA'S CLUB SOUTH JERSEY | |||||||
| 700 NEW ROAD | LINWOOD | NJ | 08221 | NONE | 501C3 | UNRESTRICTED | $2,500 |
| GOOD PEOPLE'S FUND FPF ISRAEL | |||||||
| 384 WYOMING AVENUE | MILLBURN | NJ | 07041 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| GUGGENHEIM MUSEUM FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | 501C3 | UNRESTRICTEDUNRESTRICTED | $1,750 |
| HEBREW IMMIGRANT AID SOCIETY | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | 501C3 | UNRESTRICTED | $1,200 |
| JEWISH COMMUNITY CENTER | |||||||
| 501 N JEROME AVENUE | MARGATE | NJ | 08402 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 5221 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NONE | 501C3 | UNRESTRICTED | $6,500 |
| JEWISH FAMILY SERVICE | |||||||
| 607 N JEROME AVENUE | MARGATE | NJ | 08402 | NONE | 501C3 | UNRESTRICTEDUNRESTRICTEDUNRESTRICTEDUNRESTRICTEDUNRESTRICTEDUNRESTRICTED | $2,500 |
| JEWISH FAMILY SERVICES | |||||||
| 21300 RUTH BARON COLEMAN BLVD | BOCA RATON | FL | 33428 | NONE | 501C3 | UNRESTRICTED | $2,500 |
| JEWISH FEDERATION OF ATLANTIC & CAPE MAY CNTYS | |||||||
| 501 N JEROME AVE | MARGATE | NJ | 08402 | NONE | 501C3 | UNRESTRICTED | $13,500 |
| JEWISH FEDERATION OF PALM BEACH | |||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| JEWISH MUSEUM NYC | |||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | 501C3 | UNRESTRICTED | $10,000 |
| JEWISH TIMES OF ATLANTIC COUNTY | |||||||
| 21 WEST DELILAH ROAD | PLEASANTVILLE | NJ | 08232 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| KELLMAN BROWN ACADEMY | |||||||
| 1007 LAUREL OAK RD | VORHEES | NJ | 08043 | NONE | 501C3 | UNRESTRICTED | $5,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH STREET | NEW YORK | NY | 10021 | NONE | 501C3 | UNRESTRICTED | $1,200 |
| MICHAEL J NEUSTADTER PANCREATIC RESEARCH | |||||||
| PO BOX 2165 | MARGATE | NJ | 08402 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | 501C3 | UNRESTRICTED | $1,200 |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501C3 | UNRESTRICTED | $600 |
| NOYES MUSEUM | |||||||
| LILY LAKE ROAD | OCEANVILLE | NJ | 08231 | NONE | 501C3 | UNRESTRICTED | $2,000 |
| PALM BEACH DRAMAWORKS | |||||||
| 201 CLEMATIS ST | WEST PALM BEACH | FL | 33401 | NONE | 501C3 | UNRESTICTED | $5,000 |
| PALM BEACH ORTHODOX SYNAGOGUE | |||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | 501C3 | UNRESTRICTED | $3,500 |
| SCHULTZ-HILL FOUNDATION | |||||||
| 1616 PACIFIC AVE | ATLANTIC CITY | NJ | 08401 | NONE | 501C3 | UNRESTRICTED | $1,200 |
| SEASHORE GARDENS | |||||||
| 22 WEST JIMMIE LEEDS ROAD | GALLOWAY TWP | NJ | 08205 | NONE | 501C3 | UNRESTRICTED | $500 |
| SHORE MEMORIAL HOSPITAL FOUNDATION | |||||||
| SHORE ROAD | SOMERS POINT | NJ | 08244 | NONE | 501C3 | UNRESTRICTED | $5,000 |
| SOLOMON SCHECTER ACADEMY | |||||||
| 3210 DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | 501C3 | UNRESTRICTED | $1,100 |
| SOUTH JERSEY COMMUNITY FOOD BANK | |||||||
| 6735 BLACKHORSE PIKE | EGG HARBOR TOWNSHIP | NJ | 08234 | NONE | 501C3 | UNRESTRICTED | $5,000 |
| STOCKTON COLLEGE FOUNDATION | |||||||
| 101 VERA KING FARRIS DRIVE | GALLOWAY TWP | NJ | 08205 | NONE | 501C3 | UNRESTRICTED | $2,500 |
| TEMPLE BETH SHALOM | |||||||
| 1901 KRESSON ROAD | CHERRY HILL | NJ | 08003 | NONE | 501C3 | UNRESTRICTED | $4,500 |
| UJA FEDERATION OF NY | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | 501C3 | UNRESTRICTEDUNRESTRICTED | $5,500 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | 501C3 | UNRESTRICTED | $10,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| USC SHOAH FOUNDATION | |||||||
| 650 WEST 35TH STREET SUITE 114 | LOS ANGELES | CA | 90089 | NONE | 501C3 | UNRESTRICTED | $1,500 |
| WESTHAB COACHMAN FAMILY CENTER | |||||||
| 123 E POST ROAD | WHITE PLAINS | NY | 10061 | NONE | UNRESTRICTED | $500 | |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | 501C3 | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $116,250 | 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 | $72,929 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,845 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,774 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $941,830 | EOYBookValueAmt |
| EOYFMV | $941,830 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,144,909 | EOYBookValueAmt |
| EOYFMV | $1,444,909 | 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 | $274,623 | BookValueAmt |
| EOYFMV | $274,623 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $20,919 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,919 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $191,979 |
| SECURITIES COST BASIS ADJUSTMENT | $197 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,119 | Amt |
| Net Investment Income | $1,119 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |