EDWARD L CROMAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD L CROMAN FOUNDATION (EIN 22-3044476)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202401349349102415
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T09:13:31-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112620654 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUMAN KRASNOFF LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EIGHTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223044476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD L CROMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 9737364500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 PLEASANT VALLEY WAY | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD L CROMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9737364500 | PhoneNum |
| Signature | 2024-05-03 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | CROMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN KRASNOFF | PreparerPersonNm |
| PTIN | P00446785 | PTIN |
| Phone | 2127601100 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,613,722 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,874 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37,745 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,745 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $883 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $49,502 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,745 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $525 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,190 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $17,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,787 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,745 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,444 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,006 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,006 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $2,551 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,026 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,026 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $20,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,300 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $542,625 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,034,083 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,051,993 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,034,065 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,112,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,109,325 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,613,722 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,112,378 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,109,325 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,112,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,109,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,112,378 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,109,325 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,112,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,787 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,114,165 | SubtotalAmt |
| Other Decreases | $4,840 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,109,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 12,000 SHS CHARLES SCHWAB CORP SR NTS 2.45% 03/03/2027 | P | 2022-05-12 | 2023-03-27 | $10,732 | $0 | $11,360 | -$628 | $0 | $0 | $0 | -$628 |
| 11,000 SHS CHARLES SCHWAB CORP SR NTS 2.45% 03/03/2027 | P | 2022-05-06 | 2023-05-05 | $9,893 | $0 | $10,199 | -$306 | $0 | $0 | $0 | -$306 |
| 11,000 SHS KEYCORP SR NTS MTN 2.25% 04/06/2027 | P | 2022-08-16 | 2023-03-13 | $9,288 | $0 | $10,140 | -$852 | $0 | $0 | $0 | -$852 |
| 7,000 SHS KEYCORP SR NTS MTN 2.25% 04/06/2027 | P | 2022-08-16 | 2023-03-14 | $5,868 | $0 | $6,453 | -$585 | $0 | $0 | $0 | -$585 |
| 25,000 SHS APPLE INC 2.400% 05/03/2023 | P | 2018-01-03 | 2023-05-03 | $25,000 | $0 | $24,722 | $278 | $0 | $0 | $0 | $278 |
| 27,000 SHS DISCOVER BK SR NTS 2.45% 09/12/2024 | P | 2017-01-01 | 2023-03-30 | $25,546 | $0 | $26,713 | -$1,167 | $0 | $0 | $0 | -$1,167 |
| 27,000 SHS DUKE ENERGY OH INC 3.8% 09/01/2023 | P | 2017-01-01 | 2023-09-01 | $27,000 | $0 | $27,000 | $0 | $0 | $0 | $0 | $0 |
| 20,000 SHS ENTERPRISE PRODUCTS OPER 3.35% 03/15/2023 | P | 2018-05-21 | 2023-03-15 | $20,000 | $0 | $20,000 | $0 | $0 | $0 | $0 | $0 |
| 25,000 SHS EVERNORTH HEALTH INC 3.0% 07/15/2023 | P | 2019-07-03 | 2023-07-17 | $25,000 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 |
| 30,000 SHS LOWE'S COS INC SR NTS 3.875% 09/15/2023 | P | 2019-01-17 | 2023-09-15 | $30,000 | $0 | $30,000 | $0 | $0 | $0 | $0 | $0 |
| 30,000 SHS PACIFICORP 2.95% 06/01/2023 | P | 2018-11-19 | 2023-06-01 | $30,000 | $0 | $30,000 | $0 | $0 | $0 | $0 | $0 |
| 13,000 SHS PNC FINL SERVICES 3.9% 04/29/2024 | P | 2019-05-29 | 2023-03-27 | $12,685 | $0 | $13,128 | -$443 | $0 | $0 | $0 | -$443 |
| 27,000 SHS STARBUCKS CORP SR NTS 3.85% 10/01/2023 | P | 2019-09-17 | 2023-10-02 | $27,000 | $0 | $27,000 | $0 | $0 | $0 | $0 | $0 |
| 5,000 SHS SYNCHRONY FINL SR NTS 4.25% 08/15/2024 | P | 2021-10-12 | 2023-03-15 | $4,718 | $0 | $5,205 | -$487 | $0 | $0 | $0 | -$487 |
| 7,000 SHS SYNCHRONY FINL SR NTS 4.25% 08/15/2024 | P | 2021-12-12 | 2023-03-16 | $6,591 | $0 | $7,276 | -$685 | $0 | $0 | $0 | -$685 |
| 27,000 SHS UN PAC CORP SR NTS 3.5% 06/08/2023 | P | 2018-06-22 | 2023-06-08 | $27,000 | $0 | $26,964 | $36 | $0 | $0 | $0 | $36 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,839 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,371 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,551 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,551 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,551 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,026 | OverpaymentAmt |
| Applied To ES Tax | $2,026 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDWARD L CROMAN | IndividualWithBooksNm |
| Phone | 9737364500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 PLEASANT VALLEY WAY | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD L CROMAN | ||||||||
| 395 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID CROMAN | ||||||||
| 395 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEVEN CROMAN | ||||||||
| 395 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | 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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,515,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,538,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,538,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,515,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $525 | TotalTaxAmt |
| Distributable Before Adj | $75,232 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,232 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,232 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,232 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $351,094 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,727 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $392,821 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $30,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $422,821 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $75,232 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $75,232 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $275,862 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $71,727 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,727 | ExcessFromYear4Amt |
| Excess From Year3 | $3,000 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $30,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD L CROMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 PLEASANT VALLEY WAY | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9737364500 | RecipientPhoneNum |
| Form And Info And Materials | NAME, ADDRESS, EXEMPT STATUS, PURPOSE, DESCRIPTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHABAD LUBAVITCH OF CAMDEN COUNTY | ||||||
| 1925 KRESSON ROAD | CHERRY HILL | NJ | 08003 | PC | TO SUPPORTSTATED CHARITABLE GOALS | $10,000 |
| CHABAD OF GREATER DAYTON | ||||||
| 2001 FAR HILLS AVE | DAYTON | OH | 45419 | PC | TO SUPPORTSTATEDCHARITABLE GOALS | $10,000 |
| CHABAD CTR FOR JEWISH LEARNING & LIVING | ||||||
| 3977 HUNT ROAD | CINCINNATI | OH | 45236 | PC | TO SUPPORTSTATEDCHARITABLE GOALS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,745 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $37,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,745 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPMORGAN SECURITIES | BondNm |
| EOY Book Value | $1,051,993 | EOYBookValueAmt |
| EOYFMV | $1,034,065 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BERKSHIRE HATHAWAY | StockNm |
| EOY Book Value | $20,300 | EOYBookValueAmt |
| EOYFMV | $542,625 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED LOSS | Desc |
| Amt | $4,840 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ACCRUED INTEREST | $3,084 |
| BOND PREMIUM AMORTIZATION | $10,133 |
| INVESTMENT MANAGEMENT FEES | $3,973 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY MKT DISCOUNT | Desc |
| Revenue And Expenses Per Books | $883 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $525 | Amt |
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