BETA

DOROTHY G UNGER CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DOROTHY G UNGER CHARITABLE TR (EIN 45-6267454)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202211329349101871
Schema version
2021v4.0
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)
Return2022-05-12T10:18:41-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-03SignatureDt
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

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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$604,395FMVAssetsEOYAmt
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$9,804DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,804DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,675NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$148,107GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,675CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$31,479TotalRevAndExpnssAmt
Total Net Invst Incm$31,479TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,883CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,912CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,971CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$122TaxesRevAndExpnssAmt
Taxes Net Invst Incm$122TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,005TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,034TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,971TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,005TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,034TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,971TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,526ExcessRevenueOverExpensesAmt
Net Investment Income$25,445NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,906CashBOYAmt
Cash EOY$13,894CashEOYAmt
Cash EOYFMV$13,894CashEOYFMVAmt
Other Investments BOY$422,228OtherInvestmentsBOYAmt
Other Investments EOY$429,635OtherInvestmentsEOYAmt
Other Investments EOYFMV$590,501OtherInvestmentsEOYFMVAmt
Total Assets BOY$446,134TotalAssetsBOYAmt
Total Assets EOY$443,529TotalAssetsEOYAmt
Total Assets EOYFMV$604,395TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$446,134CapitalStockBOYAmt
Capital Stock EOY$443,529CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$446,134TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$443,529TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$446,134TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$443,529TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$446,134TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,526ExcessRevenueOverExpensesAmt
Other Increases$177OtherIncreasesAmt
Subtotal$443,785SubtotalAmt
Other Decreases$256OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$443,529TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
172.686 DFA Emerging Markets Core EquityP2021-02-182021-11-17$4,403$4,571-$168-$168
95.541 DFA Short Term Extended Quality IP2021-01-062021-04-23$1,050$1,051-$1-$1
1166.914 DFA Short Term Extended Quality IP2021-01-062021-08-25$12,871$12,836$35$35
11.39 Eaton Vance Floating Rate IP2021-02-182021-04-23$100$100
37.663 Fidelity International Index FundP2020-04-282021-01-06$1,754$1,318$436$436
31.91 Fidelity International Index FundP2020-04-282021-04-23$1,569$1,148$421$421
427.67 Fidelity Corporate Bond ZP2020-03-102021-02-18$5,436$5,303$133$133
10.963 Principal Spectrum Preffered and Capital Securites Income FundP2021-02-182021-03-10$114$115-$1-$1
44.923 Vanguard Value Index AdmiralP2020-04-282021-02-18$2,181$1,989$192$192
189.636 Vanguard Value Index AdmiralP2020-04-282021-04-23$10,009$7,309$2,700$2,700
122.07 DFA Emerging Markets Core EquityP2018-01-232021-01-06$3,020$3,026-$6-$6
44.883 DFA Emerging Markets Core EquityP2020-01-232021-11-17$1,145$1,009$136$136
13.359 DFA Real Estate Securities IP2018-01-232021-02-18$519$460$59$59
49.85 DFA Real Estate Securities IP2014-05-052021-04-23$2,157$1,600$557$557
32.676 DFA US Small CapP2018-06-142021-01-06$1,325$1,262$63$63
58.403 DFA US Small CapP2017-07-102021-02-18$2,523$2,099$424$424
33.632 DFA US Small CapP2017-07-102021-04-23$1,576$1,151$425$425
5567 DFA Short Term Extended Quality IP2017-07-102021-08-25$61,404$60,200$1,204$1,204
19 SPDR ICE Preferred Securities ETFP2017-07-102021-04-23$831$859-$28-$28
8.136 Vanguard Mid Cap Index ADMP2019-04-172021-01-06$2,105$1,681$424$424
7.898 Vanguard Mid Cap Index ADMP2019-04-172021-02-18$2,162$1,607$555$555
8.108 Vanguard Mid Cap Index ADMP2019-04-172021-04-23$2,334$1,650$684$684
98.429 Vanguard Growth Index ADMP2017-07-102021-01-06$12,595$7,987$4,608$4,608
62.26 Vanguard Growth Index ADMP2017-07-102021-02-18$8,524$4,082$4,442$4,442
30.794 Vanguard Growth Index ADMP2017-07-102021-04-23$4,374$2,019$2,355$2,355
Capital Gain Dividends$2,026
FieldValueIRS element (for citing)
Capital Gain Net Income$21,675CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$354InvestmentIncomeExciseTaxAmt
Subtotal$354SubtotalAmt
Tax Based On Investment Income$354TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$137EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$137TotalPaymentsAndCreditsAmt
Tax Due$217TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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$7,883CompensationAmt
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$588,068AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$588,068TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$588,068AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,821CashDeemedCharitableAmt
Net Vl Noncharitable Assets$579,247NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,962MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,962MinimumInvestmentReturnAmt
Tax Based On Investment Income$354TaxBasedOnInvestmentIncomeAmt
Total Tax$354TotalTaxAmt
Distributable Before Adj$28,608DistributableBeforeAdjAmt
Distributable Before Ded$28,608DistributableBeforeDedAmt
Distributable As Adjusted$28,608DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,971ExpensesAndContributionsAmt
Qualifying Distributions$27,971QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,608DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,375ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,999ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$421ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$2,785ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,580TotalExcessDistributionCyovAmt
Qualifying Distributions$27,971QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,971AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$637ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$637ExcessDistributionCyovAppCYAmt
Total Corpus$6,943TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,738ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,205ExcessDistriCyovToNextYrAmt
Excess From Year4$1,999ExcessFromYear4Amt
Excess From Year3$421ExcessFromYear3Amt
Excess From Year1$2,785ExcessFromYear1Amt

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$26,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,804ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,675ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$31,479ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,479TotalIncomeProducingActyAmt

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 (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQUITYAT COST$17,986$21,652
DFA REAL ESTATE SECURITIESAT COST$12,390$20,461
DFA US SMALL CAPAT COST$21,625$28,355
DFA SHORT TERM EXTENDED QUALITYAT COST
EATON VANCE FLOATING RATEAT COST$11,655$11,431
FIDELITY US BOND INDEX FUNDAT COST$76,527$79,248
SPDR WELLS FARGO PREFERREDAT COST$23,336$22,399
VANGUARD HIGH YIELDAT COST$11,270$11,462
VANGUARD MID CAP INDEXAT COST$29,391$50,455
VANGUARD GROWTH INDEXAT COST$47,613$119,923
FIDELITY INTERNATIONAL INDEX FUNDAT COST$28,652$40,350
FIDELITY CORPORATE BOND ZAT COST
VANGUARD VALUE INDEX ADMIRALAT COST$74,848$111,436
Fidelity Short Term Bond IndexAT COST$74,342$73,329

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
2022 Dividends Posted in 2021$255
ROUNDING$1

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2021 DIVIDENDS POSTED IN 2020Desc
Amt$177Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ADR FEES$11$11
FOREIGN TAXES$111$111

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.