FEUERSTEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FEUERSTEIN FAMILY FOUNDATION INC (EIN 27-3971838)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-03-15
- IRS object ID
- 202110749349100701
- Schema version
- 2019v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-15T09:57:28-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273971838 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FEUERSTEIN MAIER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEUE | BusinessNameControlTxt |
| Phone | 2019471000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 SYLVAN AVENUE | AddressLine1Txt |
| City | ENGLEWOOD CLIFFS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07632 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HERBERT FEUERSTEIN TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2019471000 | PhoneNum |
| Signature | 2021-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OLGA BLYWEISS | PreparerPersonNm |
| PTIN | P01356756 | PTIN |
| Phone | 2128127000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $311,047 | 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 | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,284 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $134,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,514 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,820 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,820 | 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 | $1,046 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $716 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $683 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,543 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,137 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,891 | CashBOYAmt |
| Cash EOY | $17,866 | CashEOYAmt |
| Cash EOYFMV | $17,866 | CashEOYFMVAmt |
| Other Investments BOY | $396,916 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $279,489 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $293,181 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $421,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $297,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $311,047 | 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 | $421,807 | RetainedEarningBOYAmt |
| Retained Earning EOY | $297,355 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $421,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $297,355 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $421,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $297,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $421,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,452 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $297,355 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $297,355 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 172 SHS- ISHA CURR HEDGED MSCI EAFE | 2017-03-17 | 2020-01-07 | $5,277 | $4,740 | $537 | $537 | |
| 80 SHS- ISHARES CORE MSCI EMERGING | 2017-03-17 | 2020-01-07 | $4,293 | $3,841 | $452 | $452 | |
| 74 SHS- ISHARES S&P 500 GROWTH ETF | 2017-03-17 | 2020-01-07 | $14,471 | $9,817 | $4,654 | $4,654 | |
| 95 SHS- ISHARES S&P 500 VAL ETF | 2017-03-17 | 2020-01-07 | $12,286 | $10,079 | $2,207 | $2,207 | |
| 29 SHS- ISHARES S&P MIDCAP 400 INDEX | 2017-03-17 | 2020-01-07 | $5,924 | $5,019 | $905 | $905 | |
| 56 SHS- ISHARES SP SMALLCAP 600 INDEX | 2017-03-17 | 2020-01-07 | $4,673 | $3,898 | $775 | $775 | |
| 10 SHS- ISHARES TIPS BOND ETF | 2017-03-17 | 2020-01-07 | $1,172 | $1,138 | $34 | $34 | |
| 199.845 SHS- METROPOLITAN WEST TOT RET BD | 2017-06-14 | 2020-01-07 | $2,192 | $2,140 | $52 | $52 | |
| 257 SHS- VANGUARD FTSE DEVELOPED MKTS E | 2017-03-17 | 2020-01-07 | $11,311 | $10,134 | $1,177 | $1,177 | |
| 4 SHS- VANGUARD TOTAL BOND MARKET | 2017-06-14 | 2020-01-07 | $337 | $329 | $8 | $8 | |
| 563.422 SHS- VIRTUS NWFLT MLTSEC SHTM BD I | 2017-06-14 | 2020-01-07 | $2,665 | $2,686 | -$21 | -$21 | |
| 125 SHS- ISHA CURR HEDGED MSCI EAFE | 2017-06-14 | 2020-06-22 | $3,469 | $3,587 | -$118 | -$118 | |
| 61 SHS- ISHARES CORE MSCI EMERGING | 2017-06-14 | 2020-06-22 | $2,934 | $3,072 | -$138 | -$138 | |
| 45 SHS- ISHARES S&P GROWTH ETF | 2017-06-14 | 2020-06-22 | $9,297 | $6,213 | $3,084 | $3,084 | |
| 80 SHS- ISHARES S&P 500 VAL ETF | 2017-06-14 | 2020-06-22 | $8,719 | $8,481 | $238 | $238 | |
| 22 SHS- ISHARES S&P MIDCAP 400 INDEX | 2017-06-14 | 2020-06-22 | $3,900 | $3,871 | $29 | $29 | |
| 43 SHS- ISHARES SP SMALLCAP 600 INDEX | 2017-06-14 | 2020-06-22 | $2,882 | $3,043 | -$161 | -$161 | |
| 10 SHS- ISHARES TIPS BONDS ETF | 2017-06-14 | 2020-06-22 | $1,226 | $1,141 | $85 | $85 | |
| 217.202 SHS- METROPOLITAN WEST TOT RET BD | 2017-10-27 | 2020-06-22 | $2,500 | $2,311 | $189 | $189 | |
| 175 SHS- VANGUARD FTSE DEVELOPED MKTS E | 2020-06-14 | 2020-06-22 | $6,847 | $7,325 | -$478 | -$478 | |
| 6 SHS- VANGUARD TOTAL BOND MARKET | 2018-01-17 | 2020-06-22 | $528 | $486 | $42 | $42 | |
| 28 SHS- ISHA CURR HEDGED MSCI EAFE | 2017-06-14 | 2020-01-07 | $859 | $804 | $55 | $55 | |
| 20 SHS- ISHARES CORE MSCI EMERGING | 2017-06-14 | 2020-01-07 | $1,073 | $1,007 | $66 | $66 | |
| 6 SHS- ISHARES S&P 500 GROWTH ETF | 2017-06-14 | 2020-01-07 | $1,173 | $828 | $345 | $345 | |
| 25 SHS- ISHARES S&P 500 VAL ETF | 2017-06-14 | 2020-01-07 | $3,233 | $2,650 | $583 | $583 | |
| 6 SHS- ISHARES S&P MIDCAP 400 INDEX | 2017-06-14 | 2020-01-07 | $1,226 | $1,056 | $170 | $170 | |
| 4 SHS- ISHARES SMALLCAP 600 INDEX | 2017-06-14 | 2020-01-07 | $334 | $283 | $51 | $51 | |
| 4 SHS- ISHARES TIPS BOND ETF | 2017-06-14 | 2020-01-07 | $469 | $456 | $13 | $13 | |
| .981 SHS- METROPOLITAN WEST TOT RET BD | 2017-06-30 | 2020-01-07 | $11 | $10 | $1 | $1 | |
| 1.362 SHS- METROPOLITAN WEST TOT RET BD | 2017-07-31 | 2020-01-07 | $15 | $15 | $0 | $0 | |
| 1.395 SHS- METROPOLITAN WEST TOT RET BD | 2017-08-31 | 2020-01-07 | $15 | $15 | $0 | $0 | |
| 1.27 SHS- METROPOLITAN WEST TOT RET BD | 2017-09-29 | 2020-01-07 | $14 | $14 | $0 | $0 | |
| 205.357 SHS- METROPOLITAN WEST TOT RET BD | 2017-10-27 | 2020-01-07 | $2,253 | $2,185 | $68 | $68 | |
| 13 SHS- VANGUARD FTSE DEVELOPED MKTS E | 2017-06-14 | 2020-01-07 | $572 | $544 | $28 | $28 | |
| 36 SHS- VANGUARD TOTAL BOND MARKET | 2017-10-27 | 2020-01-07 | $3,031 | $2,939 | $92 | $92 | |
| 19 SHS- VANGUARD TOTAL BOND MARKET | 2017-10-27 | 2020-06-22 | $1,674 | $1,551 | $123 | $123 | |
| 7.57 SHS- VIRTUS NWFLT MLTSEC SHTM BD I | 2017-06-30 | 2020-01-07 | $36 | $36 | $0 | $0 | |
| 9.169 SHS- VIRTUS NWFLT MLTSEC SHTM BD I | 2017-07-31 | 2020-01-07 | $43 | $44 | -$1 | -$1 | |
| 9.829 SHS- VIRTUS NWFLT MLTSEC SHTM BD I | 2017-08-31 | 2020-01-07 | $46 | $47 | -$1 | -$1 | |
| 10.138 SHS- VIRTUS NWFLT MLTSEC SHTM BD I | 2017-09-29 | 2020-01-07 | $48 | $48 | $0 | $0 | |
| 1196.912 SHS- VIRTUS NWFLT MLTSEC SHTM BD I | 2017-10-27 | 2020-01-07 | $5,661 | $5,695 | -$34 | -$34 | |
| 895.138 SHS- VIRTUS NWFLT MLTSEC SHTM BD I | 2017-10-17 | 2020-06-22 | $4,189 | $4,259 | -$70 | -$70 | |
| 9.218 SHS- VIRTUS NWFLT MLTSEC SHTM BD I | 2017-10-31 | 2020-06-22 | $43 | $44 | -$1 | -$1 | |
| 15.063 SHS- VIRTUS NWFLT MLTSEC SHTM BD I | 2017-11-30 | 2020-06-22 | $70 | $71 | -$1 | -$1 | |
| 14.977 SHS- VIRTUS NWFLT MLTSEC SHTM BD I | 2017-12-29 | 2020-06-22 | $70 | $71 | -$1 | -$1 | |
| 133.98 SHS- VIRTUS NWFLT MLTSEC SHTM BD I | 2018-01-17 | 2020-06-22 | $627 | $635 | -$8 | -$8 | |
| CAPITAL GAINS DIVIDENDS | $484 | $484 | $484 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,514 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,695 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $461,281 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.229134 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $147,390 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $619,069 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.238083 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $158,656 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $595,235 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.266543 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $172,047 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $123,408 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.394132 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,439 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $274,541 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.427765 | DistributionYr5Rt |
| Total Distribution | 2.555657 | TotalDistributionRt |
| Average Distribution | 0.511131 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $353,407 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $180,637 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $231 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $180,868 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $146,543 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $463 | TaxDueAmt |
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 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2019471000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 SYLVAN AVENUE | AddressLine1Txt |
| City | ENGLEWOOD CLIFFS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07632 | 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 |
|---|---|---|---|---|---|---|---|---|
| REGINA FEUERSTEIN | ||||||||
| 140 SYLVAN AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT FEUERSTEIN | ||||||||
| 140 SYLVAN AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LISA MAIER | ||||||||
| 140 SYLVAN AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | TRUSTEE | 1.00 | $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 | $333,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $358,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $358,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,382 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $353,407 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,670 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $463 | TotalTaxAmt |
| Distributable Before Adj | $17,207 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,207 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,207 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,543 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,543 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $146,543 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,207 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $104,790 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $169,683 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $137,336 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $120,231 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $83,638 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $615,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,543 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,207 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,336 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $745,014 | 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 | $104,790 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $640,224 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $169,683 | ExcessFromYear4Amt |
| Excess From Year3 | $137,336 | ExcessFromYear3Amt |
| Excess From Year2 | $120,231 | ExcessFromYear2Amt |
| Excess From Year1 | $83,638 | ExcessFromYear1Amt |
| Excess From Current Year | $129,336 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | REGINA FEUERSTEIN | ContributingManagerNm |
| Contributing Manager | ROBERT FEUERSTEIN | ContributingManagerNm |
| Contributing Manager | LISA MAIER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | CASH CONTRIBUTION | $25 |
| JEWISH FAMILY AND CHILDRENS SERVICES | |||||
| 17-10 RIVER ROAD | FAIR LAWN | NJ | 07410 | CASH CONTRIBUTION | $15,000 |
| FAMILY PROMISE OF BERGEN COUNTY | |||||
| 100 DAYTON STREET | RIDGEWOOD | NJ | 07450 | CASH CONTRIBUTION | $100 |
| PASCACK VALLEY MEALS ON WHEELS | |||||
| 100 MADISON AVENUE SUITE 3 | WESTWOOD | NJ | 07675 | CASH CONTRIBUTION | $180 |
| YESHIVAH OF FLATBUSH | |||||
| 919 EAST 10TH STREET | BROOKLYN | NY | 11230 | CASH CONTRIBUTION | $1,000 |
| LYONEL ZUNZ FAMILY CENTER DBA MEDIA CARES FOUNDATION | |||||
| 603 WEST 115TH STREET SUITE 371 | NEW YORK | NY | 10025 | CASH CONTRIBUTION | $12,500 |
| AMERICAN JEWISH JOINT DISTIBUTION COMMITTEE | |||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | CASH CONTRIBUTION | $1,000 |
| NATIONAL CENTER | |||||
| 1001 G STREET NW | WASHINGTON | DC | 20001 | CASH CONTRIBUTION | $500 |
| TEMPLE OF EMANUEL | |||||
| 180 PIERMONT ROAD | CLOSTER | NJ | 07624 | CASH CONTRIBUTION | $11,245 |
| HIAS | |||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | CASH CONTRIBUTION | $1,000 |
| SIMON WISENTHAL CENTER | |||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | CASH CONTRIBUTION | $500 |
| DORAT FOUNDATION | |||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | CASH CONTRIBUTION | $500 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | CASH CONTRIBUTION | $1,000 |
| MUSEUM OF JEWISH HERITAGE | |||||
| 36 BATTERY PL | NEW YORK | NY | 10280 | CASH CONTRIBUTION | $500 |
| THE JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||
| 80 MAIN STREET 380 | WEST ORANGE | NJ | 07052 | CASH CONTRIBUTION | $1,000 |
| JCC OF FORT LEE | |||||
| 301 BRIDGE PLAZA N | FORT LEE | NJ | 07024 | CASH CONTRIBUTION | $21,530 |
| JEWISH FEDERATION NORTHERN NJ | |||||
| 50 EISENHOWER DR | PARAMUS | NJ | 07652 | CASH CONTRIBUTION | $20,000 |
| ANSHEI EMUNA | |||||
| 16189 JOG RD | DELRAY BEACH | FL | 33446 | CASH CONTRIBUTION | $2,800 |
| AMERICAN FRIENDS OF SHEBA MEDICAL CENTER | |||||
| 3000 ISLAND BLVD SUITE 706 | AVENTURA | FL | 33160 | CASH CONTRIBUTION | $500 |
| JARC FL FOUNDATION | |||||
| 21160 95TH AVENUE | BOCA RATON | FL | 33428 | CASH CONTRIBUTION | $500 |
| COLEL CHABAD | |||||
| 806 EASTERN PKWY | BROOKLYN | NY | 11213 | CASH CONTRIBUTION | $250 |
| ALPINE LEARNING GROUP | |||||
| 777 PARAMUS ROAD | PARAMUS | NJ | 07652 | CASH CONTRIBUTION | $250 |
| ENGLEWOOD HEALTH FOUNDATION | |||||
| 350 ENGLE ST | ENGLEWOOD | NJ | 07631 | CASH CONTRIBUTION | $48,030 |
| HARLEM VILLAGE ACADEMICS | |||||
| 35TH W 124TH ST | NEW YORK | NY | 10027 | CASH CONTRIBUTION | $3,000 |
| THE JEWISH BOARD | |||||
| 135 WEST 50TH ST | NEW YORK | NY | 10020 | CASH CONTRIBUTION | $100 |
| AIPAC | |||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | CASH CONTRIBUTION | $1,800 |
| AMERICAN HEART ASSOCIATION | |||||
| 1 UNION STREET SUITE 301 | ROBBINSVILLE | NJ | 08691 | CASH CONTRIBUTION | $150 |
| NEW YORK EVENTS | |||||
| 320 EAST 43RD STREET 3RD FL | NEW YORK | NY | 10017 | CASH CONTRIBUTION | $500 |
| ST JUDE | |||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | CASH CONTRIBUTION | $300 |
| AAMC FOUNDATION | |||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | CASH CONTRIBUTION | $250 |
| THE JEWISH ASSOCIATION | |||||
| 32 PENN ST | BROOKLYN | NY | 11249 | CASH CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,510 | 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 | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,284 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,820 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,820 | 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 (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY - FUNDS | AT COST | $244,897 | $257,497 |
| MORGAN STANLEY - MUTUAL FUNDS | AT COST | $34,592 | $35,684 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $683 | $683 | $0 |
| FILING FEES | $33 | $0 | $33 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,046 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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