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SHAU-WAI AND MARIE LAM FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SHAU-WAI AND MARIE LAM FAMILY FOUNDATION (EIN 13-4222089)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-08
IRS object ID
202341599349100029
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)
Return2023-06-08T16:06:28-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133218161PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOEB BLOCK & PARTNERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134222089EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SHAU-WAI & MARIE LAM FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHAUBusinessNameControlTxt
Phone7327708288PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line181 HOBART AVENUEAddressLine1Txt
CitySUMMITCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHAU-WAI LAMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7327708288PhoneNum
Signature2023-06-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHAU-WAIPersonFirstNm
Person LastLAMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJONATHAN LEEPreparerPersonNm
PTINP01299050PTIN
Phone2127555510PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$1,786,693FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$48InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$48InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,640DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,640DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,640DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$42,348NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$120,053GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,348CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$65,036TotalRevAndExpnssAmt
Total Net Invst Incm$50,036TotalNetInvstIncmAmt
Total Adj Net Incm$7,688TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,370LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,763AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$30TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,346OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,509TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,915ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,915ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$131,424TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$120,915TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$66,388ExcessRevenueOverExpensesAmt
Net Investment Income$50,036NetInvestmentIncomeAmt
Adjusted Net Income$7,688AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,339CashBOYAmt
Cash EOY$18,855CashEOYAmt
Cash EOYFMV$18,855CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,304SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,043SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,043SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$989,725OtherInvestmentsBOYAmt
Other Investments EOY$912,020OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,763,795OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,005,368TotalAssetsBOYAmt
Total Assets EOY$934,918TotalAssetsEOYAmt
Total Assets EOYFMV$1,786,693TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,005,368RetainedEarningBOYAmt
Retained Earning EOY$934,918RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,005,368TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$934,918TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,005,368TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$934,918TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,005,368TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$66,388ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$938,980SubtotalAmt
Other Decreases$4,062OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$934,918TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200 SHS SPDR S&P 500 ETF TRP2019-05-162022-01-20$90,418$57,559$32,859$32,859
70 SHS SPDR S&P 500 ETF TRP2019-05-162022-04-27$29,635$20,146$9,489$9,489
FieldValueIRS element (for citing)
Capital Gain Net Income$42,348CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$696InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$696SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$696TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$800ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Es Penalty$30EsPenaltyAmt
Overpayment$74OverpaymentAmt
Applied To ES Tax$74AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHAU-WAI LAMIndividualWithBooksNm
Phone7327708288PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line181 HOBART AVENUEAddressLine1Txt
CitySUMMITCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07901ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHAU-WAI LAM
81 HOBART STREETSUMMITNJ07901CHAIRMN-ASRQ0.00$0$0$0
MARIE WEI-WUN LAM
81 HOBART STREETSUMMITNJ07901TRSR-ASRQ0.00$0$0$0
JEFFREY WACKSMAN
C/O LOEB BLOCK PARTNERS LLNEW YORKNY10022SEC'Y-ASRQ0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$485,348AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,507AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$520,855TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$520,855AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,813CashDeemedCharitableAmt
Net Vl Noncharitable Assets$513,042NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,652MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,652MinimumInvestmentReturnAmt
Tax Based On Investment Income$696TaxBasedOnInvestmentIncomeAmt
Total Tax$696TotalTaxAmt
Distributable Before Adj$24,956DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,956DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,956DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$120,915ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$120,915QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,956DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$122,653ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$134,476ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$926,940ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$326,753ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$156,412ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,667,234TotalExcessDistributionCyovAmt
Qualifying Distributions$120,915QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,956AppliedToCurrentYearAmt
Remaining Distri From Corpus$95,959RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,763,193TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$122,653ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,640,540ExcessDistriCyovToNextYrAmt
Excess From Year4$134,476ExcessFromYear4Amt
Excess From Year3$926,940ExcessFromYear3Amt
Excess From Year2$326,753ExcessFromYear2Amt
Excess From Year1$156,412ExcessFromYear1Amt
Excess From Current Year$95,959ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACE FOUNDATION
1300 PENNSYLVANIA AVE NW STE 700WASHINGTONDC20004NONEPCEDUCATIONAL$10,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 17CHICAGOIL60601NONEPCHEALTH SERVICES$60
AMERICAN CANCER SOCIETY
3380 CHASTAIN MEADOWS PKWY NW SUITEKENNESAWGA30144NONEPCHEALTH SERVICES$1,000200
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONEPCHEALTH SERVICES$45
ASIAN PACIFIC AMERICAN LAWYERS ASSOCIATION OF NEW JERSEY
PO BOX 232 372 GREEN VILLAGE RDGREEN VILLAGENJ07935NONEPCEDUCATIONAL$700
ASIA ART ARCHIVE IN AMERICA INC
23 CRANBERRY STREETBROOKLYNNY11201NONEPCEDUCATIONAL$1,000
BRADY CENTER
840 FIRST STREET NE SUITE 400WASHINGTONDC20002NONEPCSOCIAL WELFARE$500
CARE
151 ELLIS STREET NEATLANTAGA30303NONEPCHUMANITARIAN EFFORTS$1,500
CHINA INSTITUTE
100 WASHINGTON STREETNEW YORKNY10006NONEPCEDUCATIONAL$1,500
CHINATOWN HEALTH CLINIC FDN
268 CANAL STREET 6TH FLOORNEW YORKNY10013NONEPCHEALTH SERVICES$5,000
CHINATOWN MANPOWER
55 CHRYSTIE ST 2ND FLOORNEW YORKNY10002NONEPCEDUCATIONAL$3,000
CHINESE AMERICAN PLANNING COUNCIL
150 ELIZABETH STNEW YORKNY10012NONEPCSOCIAL WELFARE$2,500
COMMITTEE OF 100
6 ST JOHNS LANE 5TH FLNEW YORKNY10013NONEPCGENERAL$25,000
COMMUNITY FOODBANK OF NJ
31 EVANS TERMINALHILLSIDENJ07205NONEPCFIGHTING HUNGER & POVERTY$500
DOCTORS WITHOUT BORDERS USA
40 RECTOR ST 16TH FLOORNEW YORKNY10006NONEPCHEALTH SERVICES$500
INTERNATIONAL LEADERSHIP FOUNDATION
1300 PENNSYLVANIA AVE NW STE 700WASHINGTONDC20004NONEPCGENERAL$1,500
MAKE-A-WISH FOUNDATION
1702 E HIGHLAND AVE SUITE 400PHOENIXAZ85016NONEPCGENERAL$25
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEPCHEALTH SERVICES$50
NATIONAL FEDERATION OF THE BLIND
200 EAST WELLS STREETBALTIMOREMD21230NONEPCHEALTH SERVICES$30
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW SUITE 700WASHINGTONDC200013723NONEPCPRESERVATION OF PARKS$25
NEW JERSEY PERFORMING ARTS CENTER
1 CENTER STREETNEWARKNJ07102NONEPCARTS$300
NEW JERSEY SYMPHONY ORCHESTRA
60 PARK PLACE SUITE 900NEWARKNJ07102NONEPCGENERAL$56,060
NEW YORK PUBLIC RADIO
PO BOX 1550NEW YORKNY101161550NONEPCEDUCATIONAL$100
NJ CHINESE AMERICAN CHAMBER OF COMMERCE
28 WORLDS FAIR DRIVESOMERSETNJ08873NONEPCEDUCATIONAL$6,500
ORGANIZATION OF CHINESE AMERICANS
900 19TH NW 6TH FLOORWASHINGTONDC20006NONEPCGENERAL$1,150
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC200907166NONEPCHEALTH SERVICES$500
TUNNEL TO TOWER FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCGENERAL$45
SUMMIT FIREMEN BENEVOLENT ASSOCIATION
512 SPRINGFIELD AVESUMMITNJ07901NONEPCGENERAL$50
THE ASIA FOUNDATION
465 CALIFORNIA STREET 9TH FLOORSAN FRANCISCOCA941041804NONEPCGENERAL$1,000
THE REEVES-REED ARBORETUM
165 HOBART AVENUESUMMITNJ07901NONEPCNATURE$750
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONEPCEDUCATIONAL$25
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,915TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,640ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,348ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$50,036ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,036TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLOEB BLOCK & PARTNERSCategoryTxt
Amt$5,763Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
1,685 SHARES IN SPDR S&P 500 ETFAT COST$330,965$439,795
ARTWORKAT COST$581,055$1,324,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLOEB BLOCK & PARTNERSCategoryTxt
Legal Fees$2,370LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (5 entries)

DescDescAmtAmt
INSURANCE FOR ARTWORK$953
2020 FEDERAL PAYMENT$479
SUBSCRIPTION FEES$336
PENALTIES$4
NON-DEDUCTIBLE PORTION OF CHARITABLE DONATIONS$2,290

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$175$0$0$0
DE FRANCHISE DUTY FEES$25$0$0$0
OFFICER & DIRECTOR FEES$2,000$0$0$0
CSC FEES$146$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNJCategoryTxt
Amt$30Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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