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DOROTHY G UNGER CHARITABLE TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DOROTHY G UNGER CHARITABLE TR (EIN 45-6267454)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202301319349100720
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-11T05:20:41-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221975109PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Koerner & Koerner PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 Allen Street Suite 3AAddressLine1Txt
CityToms RiverCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08753ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456267454EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dorothy G Unger Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDOROBusinessNameControlTxt
Phone7322555000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12101 Highway 34 South Suite AAddressLine1Txt
CityWallCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07719ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARDEN STATE TRUST COMPANYPersonNm
Person TitleTRUST OFFICERPersonTitleTxt
Signature2023-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARDEN STATE TRUSTPersonFirstNm
Person LastCOMPANYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames K KoernerPreparerPersonNm
PTINP00018364PTIN
Phone7322442323PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$476,016FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$10,696DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,696DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,258NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$154,906GrossSalesPriceAmt
Total Rev And Expnss$6,438TotalRevAndExpnssAmt
Total Net Invst Incm$10,696TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,076CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,307CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,769CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$705TaxesRevAndExpnssAmt
Taxes Net Invst Incm$128TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,781TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,435TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,769TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,781TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,435TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,769TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,343ExcessRevenueOverExpensesAmt
Net Investment Income$5,261NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,894SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,641SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,641SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$429,635OtherInvestmentsBOYAmt
Other Investments EOY$405,415OtherInvestmentsEOYAmt
Other Investments EOYFMV$469,375OtherInvestmentsEOYFMVAmt
Total Assets BOY$443,529TotalAssetsBOYAmt
Total Assets EOY$412,056TotalAssetsEOYAmt
Total Assets EOYFMV$476,016TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$443,529CapitalStockBOYAmt
Capital Stock EOY$412,056CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$443,529TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$412,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$443,529TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$412,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$443,529TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,343ExcessRevenueOverExpensesAmt
Other Increases$255OtherIncreasesAmt
Subtotal$412,441SubtotalAmt
Other Decreases$385OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$412,056TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
547.034 FIDELITY SHORT-TERM BOND INDEXP2021-08-252022-06-29$5,257$5,618-$361-$361
6614.975 VANGUARD INTERM TERM BOND INDEX ADMP2022-11-162022-12-20$67,407$67,142$265$265
6615.035 FIDELITY US BOND INDEX FUND INSTL PREM CP2021-01-012022-11-16$67,540$76,526-$8,986-$8,986
256.305 VANGUARD VALUE INDEX ADMIRALP2020-04-282022-06-29$13,233$9,878$3,355$3,355
Capital Gain Dividends$1,469
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,258CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$73InvestmentIncomeExciseTaxAmt
Subtotal$73SubtotalAmt
Tax Based On Investment Income$73TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$360EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$360TotalPaymentsAndCreditsAmt
Overpayment$287OverpaymentAmt
Applied To ES Tax$287AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GARDEN STATE TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7322555000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12101 Highway 34 South Suite AAddressLine1Txt
CityWallCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07719ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGARDEN STATE TRUST COMPANYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12101 Highway 34 South Suite AAddressLine1Txt
CityWallCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07719ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$7,076CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$517,200AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$517,200TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$517,200AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,758CashDeemedCharitableAmt
Net Vl Noncharitable Assets$509,442NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,472MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,472MinimumInvestmentReturnAmt
Tax Based On Investment Income$73TaxBasedOnInvestmentIncomeAmt
Total Tax$73TotalTaxAmt
Distributable Before Adj$25,399DistributableBeforeAdjAmt
Distributable Before Ded$25,399DistributableBeforeDedAmt
Distributable As Adjusted$25,399DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,769ExpensesAndContributionsAmt
Qualifying Distributions$31,769QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,399DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,999ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$421ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$2,785ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$5,205TotalExcessDistributionCyovAmt
Qualifying Distributions$31,769QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,399AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,370RemainingDistriFromCorpusAmt
Total Corpus$11,575TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,999ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,576ExcessDistriCyovToNextYrAmt
Excess From Year4$421ExcessFromYear4Amt
Excess From Year2$2,785ExcessFromYear2Amt
Excess From Current Year$6,370ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonCHRIST EVANGELICAL CHURCHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1300 SCHOOLHOUSE ROADAddressLine1Txt
CityWHITINGCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08759ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL FUNDGrantOrContributionPurposeTxt
Amt$30,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,696ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,258ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,438ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,438TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQUITYAT COST$17,986$17,415
DFA REAL ESTATE SECURITIESAT COST$12,390$14,483
DFA US SMALL CAPAT COST$21,625$23,329
EATON VANCE FLOATING RATEAT COST$11,655$10,626
FIDELITY US BOND INDEX FUNDAT COST$67,803$67,013
SPDR ICE PREFERRED SECURITIES ETFAT COST$23,336$17,132
VANGUARD HIGH YIELDAT COST$11,270$9,921
VANGUARD MID CAP INDEXAT COST$29,391$40,380
VANGUARD GROWTH INDEXAT COST$47,613$79,673
FIDELITY INTERNATIONAL INDEX FUNDAT COST$28,652$33,719
VANGUARD VALUE INDEX ADMIRALAT COST$64,970$92,313
Fidelity Short Term Bond IndexAT COST$68,724$63,371

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
2023 DIVIDENDS POSTED IN 2022$384
ROUNDING$1

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2022 DIVIDENDS POSTED IN 2021Desc
Amt$255Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ADR FEES$1$1
FEDERAL TAX PAYMENT - CURRENT YEAR$360
FEDERAL TAX PAYMENT - PRIOR YEAR$217
FOREIGN TAXES$127$127

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