IRVING AND BERNICE SINGER FAMILY: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IRVING AND BERNICE SINGER FAMILY (EIN 02-0449779)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202343149349100014
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T08:19:40-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 5TH AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020449779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVING AND BERNICE SINGER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 6036959339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 LEDGEWOOD ROAD | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SYDNEY | PersonNm |
| Person Title | TREASURER/TRUSTEE | PersonTitleTxt |
| Phone | 6036959339 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | SYDNEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUE ROBISON | PreparerPersonNm |
| PTIN | P00560072 | PTIN |
| Phone | 2062814444 | PhoneNum |
| Preparation | 2023-11-08 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $878,741 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $271 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $271 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,823 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $313,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,777 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,647 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,647 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $316 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,963 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,908 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,028 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,253 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,253 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $942,123 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $910,310 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $852,488 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $973,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $936,563 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $878,741 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $973,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $936,563 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $973,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $936,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $973,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $936,563 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $973,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,592 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $936,563 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $936,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST COVERED | $28,540 | $32,266 | -$3,726 | -$3,726 | |
| PUBLICLY TRADED SECURITIES - LT COVERED | $280,156 | $246,368 | $33,788 | $33,788 | |
| CAPITAL GAINS DIVIDENDS | $4,715 | $4,715 | $4,715 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,777 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $791 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $791 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,825 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,825 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,034 | OverpaymentAmt |
| Applied To ES Tax | $1,034 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL SYDNEY | IndividualWithBooksNm |
| Phone | 6033613702 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 LEDGEWOOD ROAD | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN SINGER | ||||||||
| 31 CHESTNUT HILL TERRACE | CHESTNUT HILL | MA | 02467 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| ROBERT SINGER | ||||||||
| 430 KEARNEY CIRCLE | MANCHESTER | NH | 03104 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| STEPHEN SINGER | ||||||||
| 6 WESTON WAY | WEST LONG BRANCH | NJ | 07764 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| STEWART SINGER | ||||||||
| 748 CASTLEWOOD DRIVE | DRESHER | PA | 19025 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JOY SYDNEY | ||||||||
| 75 LEDGEWOOD ROAD | MANCHESTER | NH | 03104 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| GARY J SINGER | ||||||||
| 151 LEDGEWOOD ROAD | MANCHESTER | NH | 03104 | PRESIDENT/TRUSTEE (UNTIL 11/15/2022) | 0.10 | $0 | $0 | $0 |
| JEFFREY SINGER | ||||||||
| 10155 COLLINS AVENUE 1805 | BAL HARBOUR | FL | 33154 | VICE PRESIDENT/TRUSTEE | 0.10 | $0 | $0 | $0 |
| MICHAEL SYDNEY | ||||||||
| 75 LEDGEWOOD ROAD | MANCHESTER | NH | 03104 | TREASURER/TRUSTEE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $978,846 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,007,258 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,007,258 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $992,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $791 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $791 | TotalTaxAmt |
| Distributable Before Adj | $48,816 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,816 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,816 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,816 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,426 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,338 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,313 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,066 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,482 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $266,625 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,816 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,684 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $311,309 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $62,426 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $248,883 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,338 | ExcessFromYear4Amt |
| Excess From Year3 | $67,313 | ExcessFromYear3Amt |
| Excess From Year2 | $41,066 | ExcessFromYear2Amt |
| Excess From Year1 | $44,482 | ExcessFromYear1Amt |
| Excess From Current Year | $44,684 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY J SINGER | ContributingManagerNm |
| Contributing Manager | MICHAEL SYDNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AISH CAMPUS BOSTON | |||||||
| 14 EMBASSY ROAD | BRIGHTON | MA | 02135 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| ANSHE SHALOM CHABAD | |||||||
| 427 MAIN STREET | HAVERHILL | MA | 01830 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $5,200 |
| BOSTON NCSY | |||||||
| 113 WASHINGTON STREET | BOSTON | MA | 02135 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| BRIDGE ACADEMY | |||||||
| 1001 DEAL RD SUITE 103 | OCEAN | NJ | 07712 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| CHABAD BROOKLINE INC | |||||||
| 496 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| CHABAD OF ACTON | |||||||
| 148 GREAT ROAD | ACTON | MA | 01720 | NONE | PC | GENERAL OPERATING SUPPORT | $3,600 |
| CHABAD OF CHESTNUT HILL | |||||||
| 163 BELLINGHAM ROAD | CHESTNUT HILL | MA | 02467 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| CHABAD OF MERRIMACK VALLEY | |||||||
| 10 MARWOOD DRIVE | ANDOVER | MA | 01810 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| CHABAD OF NEW HAMPSHIRE | |||||||
| 1234 RIVER ROAD | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $14,000 |
| CHABAD-LUBAVTICH UKRAINE JEWISH RELIEF FUND | |||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CHABHAD OF DURHAM | |||||||
| 72-1 MAIN STREET | DURHAM | NH | 03824 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| FOUNTAIN OF KINDNESS | |||||||
| 43 ELLARD AVENUE | GREAT NECK | NY | 11024 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| FRIENDS OF THE IDF | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | GENERAL OPERATING SUPPORT | $750 |
| FRIENDS OF YAD SARAH | |||||||
| 445 PARK AVENUE 1702 | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| HILLEL YESHIVA | |||||||
| 1025 DEAL ROAD | OCEAN | NJ | 07712 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| ISRAEL CANCER RESEARCH FUND | |||||||
| PO BOX 36 | HARTSDALE | NY | 10530 | NONE | PC | GENERAL OPERATING SUPPORT | $750 |
| JACK M BARRACK HEBREW ACADEMY | |||||||
| 272 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| LUBAVICHTER YESHIVA ACADEMY | |||||||
| 1148 CONVERSE STREET | LONGMEADOW | MA | 01106 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| LUBAVITCH OF MONTGOMERY COUNTY | |||||||
| 1311 FORT WASHINGTON AVE | FORT WASHINGTON | PA | 19034 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MAIMONIDES SCHOOL | |||||||
| 34 PHILBRICK ROAD | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING SUPPORT | $10,500 |
| MASBIA SOUP KITCHEN NETWORK | |||||||
| PO BOX 191181 | BROOKLYN | NY | 11219 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| MAYYIM HAYYIM LIVING WATERS COMMUNITY MIKVEH AND EDUCATION | |||||||
| 1838 WASHINGTON STREET | AUBURNDALE | MA | 02466 | NONE | PC | GENERAL OPERATING SUPPORT | $1,250 |
| MITZVAH MAN FOUNDATION CORP | |||||||
| 2618 AVENUE M | BROOKLYN | NY | 11210 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| PJ LIBRARY | |||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | PC | GENERAL OPERATING SUPPORT | $1,250 |
| RABBINICAL ORGANIZATION-CHABAD LUBAVITCH INC | |||||||
| 1468 UNION STREET | BROOKLYN | NY | 11213 | NONE | PC | GENERAL OPERATING SUPPORT | $2,400 |
| REHER CENTER FOR IMMIGRANT CULTURE AND HISTORY | |||||||
| 99-101 BROADWAY | KINGSTON | NY | 12401 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| SHAARE TEFILAH BEN MOSHE INC | |||||||
| 20 WHALEPOND ROAD | EATONTOWN | NJ | 07724 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| SHARSHERET INC | |||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| SILVERSTEIN HEBREW ACADEMY | |||||||
| 117 CUTLER MILL ROAD | GREAT NECK | NY | 11021 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| SOLOMON SCHECHTER DAY SCHOOL | |||||||
| 125 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| TEMPLE ISRAEL OF MANCHESTER | |||||||
| 66 SALMON STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| YESHIVA HAR TORAH | |||||||
| 250-10 GRAND CENTRAL PARKWAY | LITTLE NECK | NY | 11426 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| YESHIVAH LEV AHARON | |||||||
| PO BOX 275 | WEST LONG BRANCH | NJ | 07764 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| YESHIVAT KETER TORAH | |||||||
| 1 MERIDIAN ROAD | EATONTOWN | NJ | 07724 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| YOUNG ISRAEL OF MARGATE | |||||||
| 8401 VENTNOR AVENUE | MARGATE CITY | NJ | 08402 | NONE | PC | GENERAL OPERATING SUPPORT | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,823 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,777 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,871 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,871 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AB LARGE CAP GROWTH FUND CL | AT COST | $31,936 | $29,341 |
| BAILLIE GIFFORD EMERGING MARKET | AT COST | $22,380 | $16,358 |
| BLACKROCK STRATEGIC INCOM OPPORTUNITIES PORTFOLIO | AT COST | $96,646 | $87,388 |
| COHEN & STEERS GLOBAL INFRASTRUCTURE FUND CL | AT COST | $10,368 | $9,607 |
| DOUBLELINE FDS TR SHIL EN CAPE I | AT COST | $46,954 | $37,888 |
| DOUBLELINE TOTAL RETURN BOND FUND CLASS I | AT COST | $100,612 | $82,316 |
| FIDELITY INTERNATIONAL INDEX INSTL | AT COST | $38,568 | $40,418 |
| FIDELITY SALEM STREET TRUST SMALL CAP INS PREM | AT COST | $9,729 | $9,988 |
| FIDELITY US BOND INDEX | AT COST | $87,181 | $74,109 |
| FULLER & THALER BEHAVORIAL SMALL CAP | AT COST | $12,484 | $16,781 |
| GOLDMAN SACHS GQG PARTNERS INTL | AT COST | $51,626 | $50,574 |
| ISHARES INC CORE MSCI EMKT | AT COST | $21,337 | $16,905 |
| PIMCO FDS INCOME FD INSTL | AT COST | $81,719 | $72,802 |
| RIVERNORTH DOUBLELINE STRATEGIC INCOME FUND CLASS I | AT COST | $32,529 | $29,219 |
| TCW FDS INC EMRG MKTS CLASS I | AT COST | $30,207 | $22,400 |
| VANGUARD 500 INDEX FUND ADMIRAL | AT COST | $78,837 | $105,412 |
| VANGUARD COMMODITY STRATEGY FUND | AT COST | $12,046 | $10,766 |
| VANGUARD MID CAP INDEX ADM | AT COST | $32,237 | $40,765 |
| VANGUARD REAL ESTATE INDEX | AT COST | $15,638 | $14,586 |
| VANGUARD VALUE ETF | AT COST | $30,735 | $29,899 |
| WESTERN ASSET CORE BOND I | AT COST | $66,541 | $54,966 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES COST BASIS ADJUSTMENT | Desc |
| Amt | $4 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,647 | Amt |
| Net Investment Income | $8,647 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $316 | Amt |
| Net Investment Income | $316 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |