BRICKMAN GROSS FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BRICKMAN GROSS FAMILY FOUNDATION (EIN 43-6483092)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-05
- IRS object ID
- 201302489349100305
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-05T12:31:14-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010494526 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER NEWMAN & NOYES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL CENTER 15TH FLR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436483092 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brickman-Gross Family Foundation co Gayle Gross | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRIC | NameControl |
| Phone | 8162922000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Hollycroft Lane | AddressLine1 |
| City | Linwood | City |
| State | NJ | State |
| ZIP Code | 08221 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | L GAYLE GROSS | Name |
| Title | Co-Trustee | Title |
| Phone | 8162922000 | Phone |
| Date Signed | 2013-08-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nicholas E Porto | Name |
| PTIN | P01310283 | PTIN |
| Phone | 8572332320 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1264006 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2577 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2577 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 33679 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33679 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 19497 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 212601 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 19497 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 155753 | TotalRevenueAndExpenses |
| Total Net Investment Income | 55753 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2002 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1001 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1001 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2407 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2407 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3148 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 648 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 158 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7715 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4056 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1001 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 295905 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 295905 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 303620 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4056 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 296906 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -147867 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 51697 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 27479 | CashBOY |
| Savings And Temp Cash Invst BOY | 47724 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 22896 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 22896 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 99875 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 99875 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 104573 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 273154 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 250626 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 342527 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 856922 | InvestmentsOtherBOY |
| Investments Other EOY | 782850 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 794010 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1305154 | TotalAssetsBOY |
| Total Assets EOY | 1156247 | TotalAssetsEOY |
| Total Assets EOYFMV | 1264006 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1223240 | CapitalStockBOY |
| Capital Stock EOY | 1223240 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 81914 | RetainedEarningsBOY |
| Retained Earnings EOY | -66993 | RetainedEarningsEOY |
| Total Net Assets BOY | 1305154 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1156247 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1305154 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1156247 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1305154 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -147867 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1157287 | Subtotal |
| Other Decreases | 1040 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1156247 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| Publicly traded securities | P | 208535 | 193104 | 15431 | 15431 |
| Capital Gains Dividends | P | 4066 | 4066 | 4066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 19497 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 82620 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1358675 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.060809 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 56636 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1405778 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040288 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 62137 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1321942 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047004 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 94375 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1519949 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.062091 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 45139 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1647877 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.027392 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.237584 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047517 | AverageDistributionRatio |
| Net Noncharitable Assets | 1341738 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 63755 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 517 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 64272 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 296906 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 517 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 517 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 517 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1935 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1935 | TotalCreditsAndPayments |
| Overpayment | 1418 | Overpayment |
| Amount Credited To Next Year | 1418 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MO | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | UMB Bank NA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8168607716 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 Grand Blvd | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| UMB Bank NA | ||||||||
| PO Box 419692 | Kansas City | MO | 64141 | Co-Trustee | 1.00 | 2407 | 0 | 0 |
| L Gayle Gross | ||||||||
| 3 Hollycroft Lane | Linwood | NJ | 082212163 | Co-Trustee | 1.00 | 0 | 0 | 0 |
| Howard J Gross | ||||||||
| 3 Hollycroft Lane | Linwood | NJ | 082212163 | Co-Trustee | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1261019 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 101152 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1362171 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1362171 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20433 | CashDeemedCharitable |
| Net Noncharitable Assets | 1341738 | NetNoncharitableAssets |
| Minimum Investment Return | 67087 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 67087 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 517 | TaxBasedOnInvestmentIncome |
| Total Tax | 517 | TotalTax |
| Distributable Amount Before Adj | 66570 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 66570 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 66570 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 296906 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 296906 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 517 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 296389 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 66570 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 45500 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 296906 | QualifyingDistributions |
| Applied To Year1 | 45500 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 66570 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 184836 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 184836 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 184836 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 184836 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Howard J Gross | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| American Indian Education Foundation | ||||||||
| PO Box 27491 | Albuquerque | NM | 871259847 | None | Public | General Support | $250 | |
| Atlantic City Rescue Mission | ||||||||
| PO Box 5358 | Atlantic City | NJ | 08404 | None | Public | General Support | $400 | |
| Congregation Beth Israel | ||||||||
| 2501 Shore Road | Northfield | NJ | 08225 | None | Public | General Support | $7,295 | |
| Costeau Society Inc | ||||||||
| 732 Eden Way North | Chesapeake | VA | 23320 | None | Public | General Support | $1,000 | |
| Emory University | ||||||||
| 1762 Clifton Road | Atlanta | GA | 30322 | None | Public | General Support | $300 | |
| George Washington University | ||||||||
| 2134 G Street NW | Washington | DC | 20052 | None | Public | General Support | $500 | |
| Greenpeace | ||||||||
| 702 H Street Suite 300 | Washington | DC | 20001 | None | Public | General Support | $1,000 | |
| Grow Santa Fe Community College Foundation | ||||||||
| 6401 Richards Avenue | Santa Fe | NM | 87508 | None | Public | General Support | $1,000 | |
| Hackley School | ||||||||
| 293 Benedict Avenue | Tarrytown | NY | 10591 | None | Public | General Support | $500 | |
| Humane Society of Atlantic County | ||||||||
| 1401 Absecon Boulevard | Atlantic City | NJ | 08401 | None | Public | General Support | $500 | |
| Jane Goodall Institute | ||||||||
| 1595 Spring Hill Road | Vienna | VA | 22182 | None | Public | General Support | $1,000 | |
| Jewish Family Services | ||||||||
| 607 N Jerome Avenue | Margate | NJ | 08402 | None | Public | General Support | $1,000 | |
| Jewish Federation - Atlantic and Cape May Counties | ||||||||
| 501 N Jerome Avenue | Margate | NJ | 08402 | None | Public | General Support | $5,000 | |
| Jewish Times of South Jersey | ||||||||
| 21 West Delilah Road | Pleasantville | NJ | 08232 | None | Public | General Support | $180 | |
| Marine Mammal Stranding Center | ||||||||
| PO Box 773 3625 Brigantine | Brigantine | NJ | 08203 | None | Public | General Support | $500 | Boulevard |
| Mazon Inc | ||||||||
| 1900 S Bundy Drive | Los Angeles | CA | 90025 | None | Public | General Support | $500 | |
| National Audubon Society | ||||||||
| 225 Varick Street | New York | NY | 10014 | None | Public | General Support | $250 | |
| National Resources Defense Council | ||||||||
| 40 West 20th Street | New York | NY | 10011 | None | Public | General Support | $1,500 | |
| National Wildlife Fund | ||||||||
| 11100 Wildlife Center Drive | Reston | VA | 20190 | None | Public | General Support | $5,000 | |
| PEF Israel Endowment Funds Inc | ||||||||
| 317 Madison Avenue | New York | NY | 10017 | None | Public | General Support | $5,000 | |
| Seashore Gardens Association | ||||||||
| 22 West Jimmie Leeds Road | Galloway Township | NJ | 08401 | None | Public | General Support | $1,180 | |
| Shirlie Mae Breast Cancer Fund | ||||||||
| PO Box 3265 | Margate | NJ | 08402 | None | Public | General Support | $500 | |
| Sierra Club | ||||||||
| 145 West Hanover Street | Trenton | NJ | 08618 | None | Public | General Support | $250 | |
| Special Olympics | ||||||||
| 1133 19th Street NW | Washington | DC | 20036 | None | Public | General Support | $500 | |
| Stockton College Foundation | ||||||||
| PO Box 195 | Pamona | NJ | 082400195 | None | Public | General Support | $11,000 | |
| The Dian Fossey Gorilla Fund International | ||||||||
| 800 Cherokee Avenue SE | Atlanta | GA | 30315 | None | Public | General Support | $2,000 | |
| The Nature Conservancy | ||||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 222031606 | None | Public | General Support | $2,500 | |
| The Noyes Museum of Art | ||||||||
| 733 Lily Lake Road | Oceanville | NJ | 08231 | None | Public | General Support | $500 | |
| The Seeing Eye | ||||||||
| PO Box 375 | Morristown | NJ | 079630375 | None | Public | General Support | $200 | |
| The Taft School | ||||||||
| 110 Woodbury Road | Watertown | CT | 06795 | None | Public | General Support | $500 | |
| Tufts University | ||||||||
| 35 Professors Row | Medford | MA | 02155 | None | Public | General Support | $1,000 | |
| United Plant Savers | ||||||||
| PO Box 400 | East Barre | VT | 05649 | None | Public | General Support | $500 | |
| Wilderness Awareness School | ||||||||
| PO Box 219 PMB 137 | Duval | WA | 98019 | None | Public | General Support | $1,000 | |
| Orangutan Foundation International | ||||||||
| 824 Wellesley Avenue | Los Angeles | CA | 90049 | None | Public | General Support | $234,000 | |
| NJ Audubon Society | ||||||||
| 204 West State Street 3rd Floor | Trenton | NJ | 08608 | None | Public | General Support | $1,000 | |
| Alvin Ailey Dance Foundation Inc | ||||||||
| 405 W 55th Street | New York | NY | 10019 | None | Public | General Support | $150 | |
| American Indian College Fund | ||||||||
| 8333 Greenwood Boulevard | Denver | CO | 80221 | None | Public | General Support | $50 | |
| The Food Bank of New Jersey | ||||||||
| 31 Evans Terminal | Hillside | NJ | 07205 | None | Public | General Support | $500 | |
| Manna | ||||||||
| c/o Congregation Beth Israel 2501 | Northfield | NJ | 08225 | None | Public | General Support | $500 | Shore Road |
| NJ Clean Water Fund | ||||||||
| 1444 Eye Street NW Suite 400 | Washington | DC | 20005 | None | Public | General Support | $400 | |
| Milton & Betty Katz Jewish Community Center | ||||||||
| 501 North Jerome Avenue | Margate | NJ | 08402 | None | Public | General Support | $2,000 | |
| Foundation of the Jewish Federation | ||||||||
| 501 N Jerome Avenue | Margate | NJ | 08402 | None | Public | General Support | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 295905 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,577 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33,679 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $19,497 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $55,753 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 55753 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Howard Gross | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Hollycroft Lane | AddressLine1 |
| City | Linwood | City |
| State | NJ | State |
| ZIP Code | 08221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $2,002 | Amount |
| Net Investment Income | 1001 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1001 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Equity Securities | NameOfStock |
| EOY Book Value | 250626 | EOYBookValue |
| EOYFMV | 342527 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 99875 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 104573 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Equity & Fixed Income Funds | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 782850 | BookValue |
| EOYFMV | 794010 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized losses | Description |
| Amount | $1,040 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IRS Penalty | Description |
| Revenue And Expenses Per Books | 158 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees - to UMB (Trustee) | Category |
| Amount | $2,407 | Amount |
| Net Investment Income | 2407 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Federal Excise Tax | $2,500 | 0 | 0 |
| Foreign Taxes | $648 | 648 | 0 |