HAROLD REICH GOLDMAN CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD REICH GOLDMAN CHARITABLE TR (EIN 32-6093743)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202021979349100312
- Schema version
- 2019v5.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T07:32:20-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | ONE CENTENNIAL SQUARE | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080330968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 GREINERONE CENTENNIAL SQ | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080330968 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK R DEMMERLY JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8567952121 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK R DEMMERLY JR | PreparerPersonNm |
| PTIN | P00640412 | PTIN |
| Phone | 8567952121 | 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 | $5,092,097 | 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 | $5,549 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,549 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,873 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,215 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $400,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,215 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $142,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,637 | 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 | $22,030 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,030 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $60,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $60,859 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,556 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,778 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,889 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$146,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,392 | CashBOYAmt |
| Cash EOY | $1,410 | CashEOYAmt |
| Cash EOYFMV | $1,410 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,852 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,319 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $100,409 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $113,759 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,212,979 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,812,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,238,143 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $300,949 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $550,949 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $706,466 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,643,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,496,766 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,092,097 | 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 | -$370,275 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$517,090 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,643,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,496,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,643,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,496,766 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,643,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$146,728 | ExcessRevenueOverExpensesAmt |
| Other Increases | $322 | OtherIncreasesAmt |
| Subtotal | $2,497,175 | SubtotalAmt |
| Other Decreases | $409 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,496,766 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 745 TAKEDA PHARMA CO-CASH MERGER | P | 2016-06-03 | 2019-01-10 | $13,467 | $13,252 | $215 | $215 |
| 1,000 BAIDU COM INC | P | 2011-03-31 | 2019-07-01 | $112,637 | $137,700 | -$25,063 | -$25,063 |
| 381 BRIT AMER TOBACCO | P | 2017-07-25 | 2019-06-03 | $13,363 | $26,384 | -$13,021 | -$13,021 |
| 12,191.925 DWS FLOATING RATE | P | 2008-11-07 | 2019-06-03 | $98,389 | $114,797 | -$16,408 | -$16,408 |
| 230 STARBUCKS CORP | P | 2014-07-30 | 2019-07-01 | $19,371 | $9,075 | $10,296 | $10,296 |
| 80 ADVANSIX INC | P | 2008-11-07 | 2019-07-01 | $2,000 | $305 | $1,695 | $1,695 |
| 65 ANTHEM INC | P | 2008-11-07 | 2019-06-03 | $17,944 | $2,497 | $15,447 | $15,447 |
| 525 BANK OF AMERICA | P | 2008-11-07 | 2019-07-01 | $15,425 | $10,684 | $4,741 | $4,741 |
| 1,000 BARCLAYS PLC | P | 2008-11-07 | 2019-06-03 | $7,515 | $12,420 | -$4,905 | -$4,905 |
| 300 BED BATH & BEYOND | P | 2008-11-07 | 2019-06-03 | $3,916 | $7,062 | -$3,146 | -$3,146 |
| CORTEVA INC - CASH IN LIEU | P | 2019-07-01 | 2019-07-01 | $17 | $8 | $9 | $9 |
| 366 CORTEVA INC | P | 2008-11-07 | 2019-07-01 | $10,656 | $4,576 | $6,080 | $6,080 |
| 512 CREDIT SUISSE GROUP | P | 2008-11-07 | 2019-06-03 | $5,726 | $16,351 | -$10,625 | -$10,625 |
| DOW INC - CASH IN LIEU | P | 2019-04-02 | 2019-04-02 | $37 | $16 | $21 | $21 |
| DUPONT DE NEMOURS INC - CASH IN LIEU | P | 2019-06-06 | 2019-06-06 | $48 | $24 | $24 | $24 |
| 366 DUPONT DE NEMOURS | P | 2008-11-07 | 2019-07-01 | $27,664 | $13,114 | $14,550 | $14,550 |
| 200 GARRETT MOTION INC | P | 2008-11-07 | 2019-07-01 | $3,067 | $618 | $2,449 | $2,449 |
| 333 RESIDEO TECHNOLOGIES INC | P | 2008-11-07 | 2019-07-01 | $7,195 | $1,654 | $5,541 | $5,541 |
| 150 WALMART INC | P | 2008-11-07 | 2019-07-01 | $16,560 | $8,107 | $8,453 | $8,453 |
| 300 XYLEM INC | P | 2008-11-07 | 2019-07-01 | $25,172 | $7,373 | $17,799 | $17,799 |
| CAPITAL GAINS DIVIDENDS | P | $63 | $63 | $63 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,215 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $282,543 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,048,396 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055967 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $279,652 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,748,098 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058898 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $264,492 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,344,483 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060880 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $221,744 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,479,596 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049501 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $122,545 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,654,976 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026326 | DistributionYr5Rt |
| Total Distribution | 0.251572 | TotalDistributionRt |
| Average Distribution | 0.050314 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,851,171 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $244,082 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,359 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $245,441 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $282,889 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,359 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,359 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,641 | OverpaymentAmt |
| Applied To ES Tax | $1,360 | AppliedToESTaxAmt |
| Refund | $281 | 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 ONE CENTENNIAL | AddressLine1Txt |
| Address Line2 | SQUARE | AddressLine2Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080330968 | 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 | ONE CENTENNIAL SQUARE | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | 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 | $4,815,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,925,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,925,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,851,171 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $242,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $242,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,359 | TotalTaxAmt |
| Distributable Before Adj | $241,200 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $241,200 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $241,200 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,889 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $282,889 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,359 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $281,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $37,530 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,727 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,089 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $118,346 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $282,889 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $241,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,689 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $160,035 | 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 | $160,035 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $37,530 | ExcessFromYear3Amt |
| Excess From Year2 | $44,727 | ExcessFromYear2Amt |
| Excess From Year1 | $36,089 | ExcessFromYear1Amt |
| Excess From Current Year | $41,689 | ExcessFromCurrentYearAmt |
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 | 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 WILSHRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $15,000 |
| NAMI | |||||||
| 3803 NORTH FAIRFAX DRIVE SUITE 100 | 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 | $5,549 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,215 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,902 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,902 | 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 | $1,812,088 | EOYBookValueAmt |
| EOYFMV | $4,238,143 | 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 | $113,759 | 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 | $550,949 | BookValueAmt |
| EOYFMV | $706,466 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ARCHER & GREINER PC-FEES | CategoryTxt |
| Legal Fees | $22,030 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,030 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BASIS | Desc |
| Amt | $409 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $185 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR CASH DIVIDENDS | Desc |
| Amt | $322 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB-ADVISOR FEES | CategoryTxt |
| Amt | $60,859 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60,859 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,694 | $1,694 | $0 |
| ADR FEES | $84 | $84 | $0 |
| 2018 TAX BALANCE DUE | $1,778 | $0 | $0 |
| 2019 TAX DEPOSIT | $3,000 | $0 | $0 |
Comments