KENNETH AND CLAUDIA SILVERMAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND CLAUDIA SILVERMAN FAMILY FOUNDATION (EIN 22-6831069)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349100029
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T07:29:05-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 EISENHOWER PARKWAY 2ND FLOOR | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | 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 | 226831069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND CLAUDIA SILVERMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 9737650100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 195 MORRISTOWN ROAD | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH SILVERMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9737650100 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | SILVERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIANA MOGHADAM | PreparerPersonNm |
| PTIN | P00551413 | PTIN |
| Phone | 9739949494 | PhoneNum |
| Preparation | 2023-11-13 | 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 |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,499,472 | 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 | $194,526 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $364,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $364,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $632,987 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,667,545 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $632,987 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,764 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,764 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,200,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,005,924 | 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 |
| Taxes Rev And Expnss | $45,912 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $412 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,190 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,190 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $437,992 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $437,992 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $509,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $437,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $691,356 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $980,322 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,492,871 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,856,930 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,853,930 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,229,147 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,339,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,612,652 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,574,590 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,882,802 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,015,027 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,437,004 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,349,542 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,017,863 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,733,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,428,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,499,472 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,833 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,174 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,833 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,174 | 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 | $10,728,779 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,420,135 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,728,779 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,420,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,733,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,428,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,728,779 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $691,356 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,420,135 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,420,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPM 6000 | P | $28,214 | $47,575 | -$19,361 | -$19,361 |
| JPM 8009 | P | $109,981 | $43,472 | $66,509 | $66,509 |
| CHARLES SCHWAB 3067 | P | $217,692 | $265,059 | -$47,367 | -$47,367 |
| CHARLES SCHWAB 3067 | P | $246,426 | $299,238 | -$52,812 | -$52,812 |
| JPM 1007 | P | $15,701 | $12,098 | $3,603 | $3,603 |
| JPM 1007 | P | $93,981 | $77,310 | $16,671 | $16,671 |
| JPM 1003 | P | $11,075 | $10,336 | $739 | $739 |
| JPM 1003 | P | $44,736 | $28,844 | $15,892 | $15,892 |
| TD AMERITRADE | P | $866,721 | $250,626 | $616,095 | $616,095 |
| GOLDMAN SACHS | P | $30,623 | $30,623 | $30,623 | |
| CAPITAL GAINS DIVIDENDS | P | $2,395 | $2,395 | $2,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $632,987 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,626 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,626 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,626 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,009 | 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 | $28,009 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,383 | OverpaymentAmt |
| Applied To ES Tax | $14,383 | 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 | NJ | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9737650100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 195 MORRISTOWN ROAD | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH SILVERMAN | ||||||||
| 830 S COUNTY ROAD | PALM BEACH | FL | 33480 | TRUSTEE/SETTLOR | 0.00 | $0 | $0 | $0 |
| CLAUDIA SILVERMAN | ||||||||
| 830 S COUNTY ROAD | PALM BEACH | FL | 33480 | TRUSTEE/SETTLOR | 0.00 | $0 | $0 | $0 |
| BRITANY NELSON | ||||||||
| 195 MORRISTOWN ROAD | BASKING RIDGE | NJ | 07920 | TRUSTEE(FULL YEAR)/MANAGER | 30.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,917,550 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,976,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,894,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,894,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,730,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $536,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $536,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,626 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,626 | TotalTaxAmt |
| Distributable Before Adj | $522,907 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $522,907 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $522,907 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $437,992 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $437,992 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $522,907 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $172,295 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $644,482 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $816,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $437,992 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $437,992 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $84,915 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $84,915 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $731,862 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $731,862 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $87,380 | ExcessFromYear3Amt |
| Excess From Year2 | $644,482 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH SILVERMAN | ContributingManagerNm |
| Contributing Manager | CLAUDIA SILVERMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH SILVERMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 195 MORRISTOWN ROAD | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9737650100 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FROM THE APPLICANT INDICATING THE PURPOSE OF THE ORGANIZATION AND THE PROPOSED USE OF THE REQUESTED CONTRIBUTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MOUNT SINAI DEPARTMENT OF SURGERY | |||||||
| 1 GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | NONE | PC | GENERAL CHARITABLE | $125,000 |
| GILL ST BERNARD'S SCHOOL | |||||||
| SAINT BERNARDS ROAD | GLADSTONE | NJ | 07934 | NONE | PC | GENERAL CHARITABLE | $88,492 |
| CHABAD HOUSE - LUBAVITCH INC | |||||||
| 170 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | NONE | PC | GENERAL CHARITABLE | $50,000 |
| ICAHN SCHOOL OF MEDICINE | |||||||
| 1 GUSTAVE L LEVP PL | NEW YORK | NY | 10029 | NONE | PC | GENERAL CHARITABLE | $50,000 |
| YAMBA MALAWI | |||||||
| 244 FIFTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL CHARITABLE | $25,000 |
| NYU FACES | |||||||
| 223 E 34TH STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL CHARITABLE | $15,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVENUE THIRD FLOOR | BOSTON | MA | 02116 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| MAYO PERFORMING ARTS | |||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| COMMUNITY FOOD BANK | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| ISRAEL SPORTS & CULTURAL EXCHANGE | |||||||
| 100 LANIDEX PLAZA SUITE 100 | PARSIPPANY | NJ | 07054 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| OPPORTUNITY PROJECT INC | |||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| CNY MEMORIAL STAIR CLIMB | |||||||
| PO BOX 420 | WHITESBORO | NY | 13492 | NONE | PC | GENERAL CHARITABLE | $6,000 |
| NEW JERSEY SEEDS | |||||||
| 494 BROAD STREET SUITE 105 | NEWARK | NJ | 07102 | NONE | PC | GENERAL CHARITABLE | $5,000 |
| ALL STARS PROJECT INC | |||||||
| 543 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL CHARITABLE | $5,000 |
| COMMUNITY FOUNDATION OF NEW JERSEY | |||||||
| 2932 VAUXHALL ROAD | VAUSXHALL | NJ | 07088 | NONE | PC | GENERAL CHARITABLE | $5,000 |
| THE WILLOW SCHOOL | |||||||
| 1150 POTTERSVILLE ROAD | GLADSTONE | NJ | 07934 | NONE | PC | GENERAL CHARITABLE | $5,000 |
| BERNARDSVILLE LAW ENFORCEMENT FOUNDATION | |||||||
| PO BOX 532 | BERNARDSVILLE | NJ | 07924 | NONE | PC | GENERAL CHARITABLE | $3,000 |
| SOUTHAMPTON VILLAGE VOLUNTEER AMBULANCE CORP | |||||||
| PO BOX 832 | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL CHARITABLE | $2,500 |
| ALL SOULS NYC | |||||||
| 1157 LEXINGTON AVE | NEW YORK | NY | 10075 | NONE | PC | GENERAL CHARITABLE | $2,000 |
| POLICE UNITY TOUR | |||||||
| PO BOX 528 | FLORHAM PARK | NJ | 07932 | NONE | PC | GENERAL CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $437,992 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $364,173 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,764 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $632,987 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,005,924 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,005,924 | 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 Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN - 300-36000 EQ | BondNm |
| EOY Book Value | $4,882,802 | EOYBookValueAmt |
| EOYFMV | $4,015,027 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN 1003 | $249,532 | $355,971 |
| JP MORGAN 8009 | $386,195 | $824,217 |
| JPMORGAN 1007 | $396,819 | $463,374 |
| WELLS FARGO #4801 | $1,306,489 | $969,090 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MEZZANINE PARTNERS | AT COST | $752,628 | $876,812 |
| YORK | AT COST | $596,914 | $141,051 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $16,562 | $16,562 | $0 |
| MISC. EXPENSES | $378 | $378 | $0 |
| ACCOUNTING FEES | $8,250 | $8,250 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| YORK | $0 | $0 | $0 |
| HPS MEZZ | $8,764 | $8,764 | $8,764 |
| MISCELLANEOUS INCOME | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOLDMAN SACHS PUTS | Desc |
| BOY Book Value | $4,833 | BOYBookValueAmt |
| EOY Book Value | $8,174 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX | $45,500 | $0 | $0 |
| FOREIGN TAX | $412 | $412 | $0 |
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