HAROLD REICH GOLDMAN CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD REICH GOLDMAN CHARITABLE TR (EIN 32-6093743)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349100613
- Schema version
- 2021v4.2
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T06:37:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222092948 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHER & GREINER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 LAUREL OAK ROAD | AddressLine1Txt |
| City | VOORHEES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326093743 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAROLD REICH GOLDMANN | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 8567952121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARCHER GREINER1025 LAUREL OAK RO | AddressLine1Txt |
| City | VOORHEES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK R DEMMERLY JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8567952121 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANK | PersonFirstNm |
| Person Last | DEMMERLY JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK R DEMMERLY JR | PreparerPersonNm |
| PTIN | P00640412 | PTIN |
| Phone | 8567952121 | PhoneNum |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $5,684,338 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,263 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $128,842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,842 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $221,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,603 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $276,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,458 | 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 |
| Legal Fees Rev And Expnss | $25,335 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,335 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $67,095 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,095 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $902 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,997 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,335 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $298,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,997 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,335 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $203,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,470 | CashBOYAmt |
| Cash EOY | $1,863 | CashEOYAmt |
| Cash EOYFMV | $1,863 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $72,951 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,441 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,441 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $100,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $109,318 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,690,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,611,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,415,218 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $644,794 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $644,794 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,028,498 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,509,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,487,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,684,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,013,856 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,013,856 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$504,131 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$526,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,509,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,487,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,509,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,487,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,509,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,487,848 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,487,848 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 55 ANTHEM INC | D | 2008-11-07 | 2021-06-30 | $20,929 | $2,113 | $18,816 | $18,816 |
| 185 BAXTER INTL | D | 2008-11-07 | 2021-06-30 | $14,891 | $6,019 | $8,872 | $8,872 |
| 450 DAIMLER AG | D | 2008-11-07 | 2021-06-30 | $40,232 | $14,666 | $25,566 | $25,566 |
| 135 DUPONT DE NEMOURS INC | D | 2008-11-07 | 2021-06-30 | $10,436 | $4,837 | $5,599 | $5,599 |
| 1,000 HALLIBURTON CO | D | 2008-11-07 | 2021-06-30 | $23,099 | $19,010 | $4,089 | $4,089 |
| 145 HONEYWELL INTL INC | D | 2008-11-07 | 2021-06-30 | $31,759 | $3,992 | $27,767 | $27,767 |
| 150 ITT INC | D | 2008-11-07 | 2021-06-30 | $13,721 | $2,451 | $11,270 | $11,270 |
| 150 MEDTRONIC PLC | P | 2015-01-27 | 2021-06-30 | $18,580 | $11,350 | $7,230 | $7,230 |
| 50 ORGANON & CO | D | 2008-11-07 | 2021-06-30 | $1,527 | $684 | $843 | $843 |
| 500 PFIZER INC | P | 2008-11-07 | 2021-06-30 | $19,572 | $7,920 | $11,652 | $11,652 |
| 62 VIATRIS INC | D | 2008-11-07 | 2021-06-30 | $889 | $434 | $455 | $455 |
| 215 XYLEM INC | D | 2008-11-07 | 2021-06-30 | $25,728 | $5,284 | $20,444 | $20,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,603 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,320 | 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 | $3,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $492 | OverpaymentAmt |
| Applied To ES Tax | $492 | 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 | FRANK R DEMMERLY JR TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8567952121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARCHER GREINER PC 1025 LAUREL OAK | AddressLine1Txt |
| Address Line2 | ROAD | AddressLine2Txt |
| City | VOORHEES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08043 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK R DEMMERLY JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 LAUREL OAK ROAD | AddressLine1Txt |
| City | VOORHEES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $5,315,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,449,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,449,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,367,962 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,828 | TotalTaxAmt |
| Distributable Before Adj | $265,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $265,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $265,570 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,335 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $225,335 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $37,530 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,727 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,089 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,689 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $164,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $225,335 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,335 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $40,235 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $40,235 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $123,997 | 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 | $123,997 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,022 | ExcessFromYear4Amt |
| Excess From Year3 | $36,089 | ExcessFromYear3Amt |
| Excess From Year2 | $41,689 | ExcessFromYear2Amt |
| Excess From Year1 | $4,197 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADATH ISRAEL CONGREGATION | |||||||
| 1958 LAWRENCEVILLE ROAD | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $15,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 720366 | OKLAHOMA CITY | OK | 73172 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 WEST 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $20,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 22249 | ST PETERSBURG | FL | 33742 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| DOCTORS WITHOUT BORDERS USAINC | |||||||
| 40 RECTOR STREET 16TH FL | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA | |||||||
| 40 WALL STREET 8TH FL | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $20,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $20,000 |
| MAZON A JEWISH RESPONSE TO HUNGER | |||||||
| 10850 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $15,000 |
| NAMI | |||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| SIERRA CLUB | |||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| THE JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| THE JEWISH PUBLICATION SOCIETY | |||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| UNITED JEWISH FEDERATION OF PRINCETON MERCER & BUCKS COUNTY | |||||||
| 4 PRINCESS ROAD SUITE 211 | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $25,000 |
| YIVO INSTITUTE FOR JEWISH RESEARCH | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | 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 | $5,263 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,842 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,603 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $276,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $276,708 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDES FUNDS FOR SUCH PURPOSES |
| 4 | PROVIDES FUNDS FOR SUCH PURPOSES |
| 8 | PROVIDES FUNDS FOR SUCH PURPOSES |
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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,611,750 | EOYBookValueAmt |
| EOYFMV | $4,415,218 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $100,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $109,318 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER ASSETS/EXCHANGED TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $644,794 | BookValueAmt |
| EOYFMV | $1,028,498 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ARCHER & GREINER PC-FEES | CategoryTxt |
| Legal Fees | $25,335 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,335 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB-ADVISOR FEES | CategoryTxt |
| Amt | $67,095 | Amt |
| Net Investment Income | $67,095 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $892 | $892 | $0 |
| ADR FEES | $10 | $10 | $0 |
| 2020 BALANCE DUE, 990-PF | $1,933 | $0 | $0 |
| 2021 ESTIMATED TAX PYMTS, 990-PF | $3,320 | $0 | $0 |
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