IRVING AND BERNICE SINGER FAMILY: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- IRVING AND BERNICE SINGER FAMILY (EIN 02-0449779)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349101145
- 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 Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T08:11:50-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | 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 | 020449779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVING AND BERNICE SINGER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O TBHR LAW | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 6033613702 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 HUNTINGTON AVE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02199 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SYDNEY | PersonNm |
| Person Title | TREASURER/TRUSTEE | PersonTitleTxt |
| Phone | 6033613702 | PhoneNum |
| Signature | 2022-11-14 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN COSTA | PreparerPersonNm |
| PTIN | P01403001 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Preparation | 2022-11-14 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,154,025 | 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 | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $252,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,543 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,465 | 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 | $10,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,802 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $302 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,038 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,928 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,028 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,028 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $976,506 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $942,123 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,113,181 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $913 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,816 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,009,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $973,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,154,025 | 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 | $1,009,347 | RetainedEarningBOYAmt |
| Retained Earning EOY | $973,151 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,009,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $973,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,009,347 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $973,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,009,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,962 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $973,385 | SubtotalAmt |
| Other Decreases | $234 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $973,151 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST COVERED | $3,403 | $2,771 | $632 | $632 | |
| PUBLICLY TRADED SECURITIES - LT COVERED | $241,620 | $195,967 | $45,653 | $45,653 | |
| PUBLICLY TRADED SECURITIES - LT COVERED | $830 | $234 | $596 | $596 | |
| CAPITAL GAINS DIVIDENDS | $6,662 | $6,662 | $6,662 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $974 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $974 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $974 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,799 | 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 | $2,799 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,825 | OverpaymentAmt |
| Applied To ES Tax | $1,825 | 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 | 03106 | 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 | ||||||||
| 18 PARK RIDGE AVE | RYE | NH | 03870 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| ROBERT SINGER | ||||||||
| 430 KEARNEY CIRCLE | MANCHESTER | NH | 03104 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| STEPHEN SINGER | ||||||||
| 6 WESTON WAY | WEST LONG BRANCH | NJ | 07764 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| STEWART SINGER | ||||||||
| 748 CASTLEWOOD DRIVE | DRESHER | PA | 19025 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| JOY SYDNEY | ||||||||
| 75 LEDGEWOOD ROAD | MANCHESTER | NH | 03104 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| GARY J SINGER | ||||||||
| 151 LEDGEWOOD ROAD | MANCHESTER | NH | 03104 | PRESIDENT/TRUSTEE | 0.01 | $0 | $0 | $0 |
| JEFFREY SINGER | ||||||||
| 30 HEATH HILL ROAD | BROOKLINE | MA | 02445 | VICE PRESIDENT/TRUSTEE | 0.01 | $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 | $1,161,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,135 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,816 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,197,803 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,197,803 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,179,836 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $974 | TotalTaxAmt |
| Distributable Before Adj | $58,018 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,018 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,018 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,018 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $107,981 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,426 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,338 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,313 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,066 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $330,124 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,018 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,482 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $374,606 | 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 | $107,981 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $266,625 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,426 | ExcessFromYear4Amt |
| Excess From Year3 | $51,338 | ExcessFromYear3Amt |
| Excess From Year2 | $67,313 | ExcessFromYear2Amt |
| Excess From Year1 | $41,066 | ExcessFromYear1Amt |
| Excess From Current Year | $44,482 | 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABRAMSON CENTER FOR JEWISH LIFE | |||||||
| 1425 HORSHAM ROAD | NORTH WALES | PA | 19002 | NONE | PC | GENERAL OPERATING SUPPORT | $1,800 |
| AISH CAMPUS BOSTON | |||||||
| 14 EMBASSY ROAD | BRIGHTON | MA | 02135 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| ANSHE SHOLOM 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 | $2,100 |
| BONEI OLAM | |||||||
| 1755 46TH STREET | BROOKLYN | NY | 11204 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| BRIDGE ACADEMY | |||||||
| 1001 DEAL RD SUITE 103 | OCEAN | NJ | 07712 | NONE | PC | GENERAL OPERATING SUPPORT | $700 |
| CAMP YAVNEH | |||||||
| 160 HERRICK RD | NEWTON CENTER | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| 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 | $2,000 |
| CHABAD OF CHESTNUT HILL | |||||||
| 163 BELLINGHAM ROAD | CHESTNUT HILL | MA | 02467 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| CHABAD OF DURHAM | |||||||
| 72-1 MAIN STREET | DURHAM | NH | 03824 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| CHABAD OF HAWAII | |||||||
| 2241 KAPIOLANI BLVD | HONOLULU | HI | 96826 | NONE | PC | GENERAL OPERATING SUPPORT | $2,600 |
| 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 | $10,000 |
| CONGREGATION BETH ISRAEL | |||||||
| 5600 NORTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| ELLIE'S HATS | |||||||
| 25050 RIDING PLAZA | SOUTH RIDING | VA | 20152 | NONE | PC | GENERAL OPERATING SUPPORT | $750 |
| FRIENDS OF THE IDF | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FRIENDS OF YAD SARAH | |||||||
| 445 PARK AVE 1702 | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| FRIENDS OF YASHAR LACHAYAL | |||||||
| 20 CHALMERS ROAD | EAST BRUNSWICK | NJ | 08816 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| JACK M BARRACK HEBREW ACADEMY | |||||||
| 272 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| JCC CAMP SCHOLARSHIP FUND | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| JEWISH FEDERATION OF NEW HAMPSHIRE | |||||||
| 273 SOUTH RIVER ROAD | BEDFORD | NH | 03110 | NONE | PC | GENERAL OPERATING SUPPORT | $2,200 |
| KERAN OR JERUSALEM CENTER FOR BLIND | |||||||
| 350 SEVENTH AVENUE SUITE 104 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| LUBAVITCH OF MONTGOMERY COUNTY | |||||||
| 1311 FORT WASHINGTON AVE | FORT WASHINGTON | PA | 19034 | NONE | PC | GENERAL OPERATING SUPPORT | $1,800 |
| LUBAVITCHER YESHIVA ACADEMY | |||||||
| 1148 CONVERSE STREET | LONGMEADOW | MA | 01106 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| MAIMONIDES SCHOOL | |||||||
| 34 PHILBRICK ROAD | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING SUPPORT | $8,500 |
| MANCHESTER POLICE ATHLETIC LEAGUE | |||||||
| 409 BEECH STREET | MANCHESTER | NH | 03013 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MASBIA SOUP KITCHEN NETWORK | |||||||
| PO BOX 191181 | BROOKLYN | NY | 11219 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| MAYYIM HAYYIM | |||||||
| 1838 WASHINGTON STREET | AUBURNDALE | MA | 02466 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| MIAMI AUTISM RECOVERY PRESCHOOL | |||||||
| 1245 NE 201ST TERRACE | MIAMI | FL | 33179 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| NEW ENGLAND HEBREW ACADEMY | |||||||
| 9 PRESCOTT STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| NEW ENGLAND NCSY | |||||||
| 212 SUMNER ST | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NEW HAMPTON SCHOOL | |||||||
| 70 MAIN STREET | NEW HAMPTON | NH | 03256 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NEWTON FREE LIBRARY | |||||||
| 330 HOMER STREET | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| PJ LIBRARY | |||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| PRADER-WILLI SYNDROME ASSOCIATION | |||||||
| 8588 POTTER PARK DRIVE SUITE 500 | SARASOTA | FL | 34238 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| REHER CENTER | |||||||
| 99-101 BROADWAY | KINGSTON | NY | 12401 | NONE | PC | GENERAL OPERATING SUPPORT | $1,250 |
| SAR SCHOLARSHIP FUND | |||||||
| 655 WEST 254TH ST | ROVERDALE | NY | 10471 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SILVERSTEIN HEBREW ACADEMY | |||||||
| 117 CUTLER MILL RD | 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 | $6,000 |
| TEMPLE ADATH YESHURUN BROTHERHOOD | |||||||
| 152 PROSPECT STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| TEMPLE ISRAEL OF MANCHESTER | |||||||
| 66 SALMON STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $14,000 |
| THE GRAMMAR SCHOOL | |||||||
| 159 GRAMMAR SCHOOL LANE | PUTNEY | VT | 05346 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| WESTCHESTER TORAH ACADEMY | |||||||
| 1000 PINEBROOK BLVD | NEW ROCHELLE | NY | 10804 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| YESHIVA HAR TORAH | |||||||
| 250-10 GRAND CENTRAL | LITTLE NECK | NY | 11426 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| YESHIVA KETER TORAH | |||||||
| 1 MERIDIAN RD | EATONTOWN | NJ | 07724 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| YESHIVAT LEV AHARON | |||||||
| PO BOX 275 | WEST LONG BRANCH | NJ | 07764 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| YOUNG ISRAEL OF BROOKLINE | |||||||
| 62 GREEN STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| YOUNG ISRAEL OF MARGATE | |||||||
| 8401 VENTNOR AVE | MARGATE CITY | NJ | 08402 | NONE | PC | GENERAL OPERATING SUPPORT | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,500 | 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 | $14 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,465 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,465 | 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 (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 498.240 SHARES OF VANGUARD 500 INDEX FUND ADMIRAL | AT COST | $130,450 | $219,141 |
| 753.208 SHARES OF T ROWE PRICE INSTIT LG CAP CORE GRW | AT COST | $33,999 | $53,071 |
| 966.741 SHARES OF T ROWE PRICE INSTL EMERGING | AT COST | $39,001 | $41,792 |
| 1249.198 SHARES OF FIDELITY INTERNATIONAL INDEX INSTL | AT COST | $48,819 | $61,573 |
| 8655.559 SHARES OF FIDELITY US BOND INDEX | AT COST | $102,770 | $103,694 |
| 3737.072 SHARES OF TCW FDS EMRG MARKETS | AT COST | $31,144 | $28,813 |
| 171.182 SHARES OF VANGUARD MID CAP INDEX ADM | AT COST | $32,822 | $54,001 |
| 7528.26 SHARES OF WESTERN ASSET CORE BOND I | AT COST | $96,036 | $98,545 |
| 11059.879 SHARES BLACKROCK STRATEGIC INCOM OPPORTUNITIES PORTFOLIO | AT COST | $112,190 | $112,258 |
| 10281.139 SHARES DOUBLELINE TOTAL RETURN BOND FUND CLASS I | AT COST | $110,398 | $106,924 |
| 596.976 SHARES OF FULLER & THALER BEHAVORIAL SMALL CAP | AT COST | $15,296 | $22,578 |
| 3424.194 SHARES OF GOLDMAN SACHS GQG PARTNERS INTL | AT COST | $56,533 | $67,114 |
| 468.072 SHARES OF FIDELITY SALEM STREET TRUST SMALL CAP INS PREM | AT COST | $9,707 | $12,900 |
| 160.449 SHARES OF VANGUARD REAL ESTATE INDEX | AT COST | $20,655 | $26,357 |
| 7955.041 SHARES OF PIMCO FDS INCOME FD INSTL | AT COST | $92,081 | $94,983 |
| 343.930 VANGAURD COMMODITY STRATEGY FUND | AT COST | $10,222 | $9,437 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $913 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $9,816 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES COST BASIS ADJUSTMENT | Desc |
| Amt | $234 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,125 | Amt |
| Net Investment Income | $10,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2021 FOREIGN DIVIDEND TAX | $302 | $302 | $0 |
| 2020 FEDERAL EXTENSION | $3,500 | $0 | $0 |