RHODA STEINBERG MALAMUT CHARITABLE FOUNDATION: Form 990PF, tax year 2019
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- Organization
- RHODA STEINBERG MALAMUT CHARITABLE FOUNDATION (EIN 22-3666928)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-08-25
- IRS object ID
- 202002389349100905
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-25T10:47:17-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222097516 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPALDI REYNOLDS & PELOSI PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 TILTON ROAD | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223666928 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RHODA STEINBERG MALAMUT | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RHOD | BusinessNameControlTxt |
| Phone | 6098224768 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BOARDWALK APT 717 | AddressLine1Txt |
| City | VENTNOR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHODA STEINBERG MALMUT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6098224768 | PhoneNum |
| Signature | 2020-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIKTORYIA OLUNINA | PreparerPersonNm |
| PTIN | P01348332 | PTIN |
| Phone | 6096414000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.239.49.180 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-25 | IPDt |
| IP Tm | 09:19:25 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Federal Original Submission Id | 2212692020237033ce24 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-08-24 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8994208E5F7DF7F71420EE0F4D7D55F3DCEBBFE8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8994208E5F7DF7F71420EE0F4D7D55F3DCEBBFE8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $83,418 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,995 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,284 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,785 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,073 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,078 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $971 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $971 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,977 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,403 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,403 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,096 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,874 | CashBOYAmt |
| Cash EOY | $2,830 | CashEOYAmt |
| Cash EOYFMV | $2,830 | CashEOYFMVAmt |
| Corporate Stock BOY | $128,266 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,588 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,588 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $130,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $83,418 | 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 | $130,140 | RetainedEarningBOYAmt |
| Retained Earning EOY | $83,418 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,418 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,307 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $103,833 | SubtotalAmt |
| Other Decreases | $20,415 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,418 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INVESCO OPPENHEMIER INTERNATIONAL GROWTH | P | 2019-12-16 | 2019-12-27 | $57 | $56 | $1 | $1 |
| INVESCO OPPENHEMIER INTERNATIONAL GROWTH | P | 2018-12-13 | 2019-12-27 | $8,262 | $6,803 | $1,459 | $1,459 |
| BNY MELLON EQUITY INCOME | P | 2018-06-26 | 2019-12-16 | $3,000 | $2,891 | $109 | $109 |
| EMERALD BANKING & FINANCE FUND | P | 2012-08-07 | 2019-12-06 | $4,000 | $2,000 | $2,000 | $2,000 |
| HARBOR FD MID CAP VALUE FUND | P | 2015-05-15 | 2019-12-06 | $1,000 | $999 | $1 | $1 |
| JANUS HENDERSON FUNDS ENTERPRISE FD CLASS 1 | P | 2015-05-18 | 2019-12-06 | $4,000 | $2,592 | $1,408 | $1,408 |
| JPMORGAN VALUE ADVANTGE FD | P | 2015-05-18 | 2019-12-06 | $3,000 | $2,436 | $564 | $564 |
| PUTNAM FUNDS TRUST MULTI CAP CORE FUND | P | 2015-05-18 | 2019-12-06 | $3,000 | $2,202 | $798 | $798 |
| COLUMBIA SELIGMAN CMMN & INFORMATION FUND | P | 2008-09-03 | 2019-12-06 | $9,000 | $4,101 | $4,899 | $4,899 |
| FRANKLIN CUSTODIAN FDS INC UTILITIES SER | P | 2007-12-05 | 2019-12-06 | $8,000 | $4,733 | $3,267 | $3,267 |
| PGIM JENN HEALTH SCIENCES | P | 2006-12-28 | 2019-12-06 | $7,000 | $3,034 | $3,966 | $3,966 |
| CAPITAL GAINS DIVIDENDS | P | $3,313 | $3,313 | $3,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,785 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,671 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $145,702 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.258548 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,921 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,870 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.463028 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,115 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $156,489 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058247 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,383 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $159,402 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058864 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 2.838687 | TotalDistributionRt |
| Average Distribution | 0.567737 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $105,877 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,110 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $221 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,331 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,403 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $442 | 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 | $442 | 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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | RHODA STEINBERG MALAMUT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6098224768 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BOARDWALK APT 717 | AddressLine1Txt |
| City | VENTNOR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08406 | 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 | RHODA STEINBERG MALAMUT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BOARDWALK APT 717 | AddressLine1Txt |
| City | VENTNOR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHAIRMAN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.00 | 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 | $105,137 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,352 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $107,489 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $107,489 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $105,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $442 | TotalTaxAmt |
| Distributable Before Adj | $4,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,852 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,403 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $48,403 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,403 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,417 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,803 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,651 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,526 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,403 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,852 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,551 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $94,077 | 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 | $94,077 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,655 | ExcessFromYear4Amt |
| Excess From Year3 | $1,417 | ExcessFromYear3Amt |
| Excess From Year2 | $16,803 | ExcessFromYear2Amt |
| Excess From Year1 | $30,651 | ExcessFromYear1Amt |
| Excess From Current Year | $43,551 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RHODA STEINBERG MALAMUT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLANTICARE FOUNDATION | |||||||
| 2500 ENGLISH CREEK ROAD | EGG HARBOR TWP | NJ | 08234 | NONE | PC | UNRESTRICTED | $15,050 |
| ATLANTIC CITY COMMUNITY FUND | |||||||
| PO BOX 8522 | ATLANTIC CITY | NJ | 08404 | NONE | PC | UNRESTRICTED | $80 |
| AMERICAN CANCER SOCIETY | |||||||
| 2030 SHORE ROAD | OCEAN VIEW | NJ | 08230 | NONE | PC | UNRESTRICTED | $100 |
| BETH ISRAEL | |||||||
| 2501 SHORE ROAD | NORTHFIELD | NJ | 08225 | NONE | PC | UNRESTRICTED | $308 |
| CAMP KESEM | |||||||
| 10586 WEST PICO BOULEVARD | LOS ANGELES | CA | 90064 | NONE | PC | UNRESTRICTED | $200 |
| CHILDRENS HOSPITAL OF PHILA | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | PC | UNRESTRICTED | $1,000 |
| COMMUNITY FOOD BANK OF SOUTHERN NJ | |||||||
| 6735 E BLACK HORSE PIKE | EGG HARBOR TWP | NJ | 08234 | NONE | PC | UNRESTRICTED | $5,000 |
| CONGREGATION BETH ISRAEL | |||||||
| 2501 SHORE ROAD | NORTHFIELD | NJ | 08225 | NONE | PC | UNRESTRICTED | $1,840 |
| EASTERN PA CHAPTER OF THE HEMO | |||||||
| 1489 BALTIMORE PIKE | SPRINGFIELD | PA | 19064 | NONE | PC | UNRESTRICTED | $100 |
| HANSEN FOUNDATION | |||||||
| 6412 VENTNOR AVE | VENTNOR | NJ | 08406 | NONE | PC | UNRESTRICTED | $1,000 |
| JDRF | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED | $100 |
| JEWISH FEDERATION FOUNDATION | |||||||
| 501 N JEROME AVE | MARGATE | NJ | 08402 | NONE | PC | UNRESTRICTED | $3,200 |
| JEWISH FEDERATION OF SOUTH PALM BEACH | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PC | UNRESTRICTED | $20,000 |
| JEWISH FAMILY SERVICES | |||||||
| PO BOX 3265 | MARGATE | NJ | 08402 | NONE | PC | UNRESTRICTED | $50 |
| MICHAEL NEUSTADTER PANCREATIC FDN | |||||||
| PO BOX 3265 | MARGATE | NY | 08402 | NONE | PC | UNRESTRICTED | $50 |
| PMC JIMMY FUND | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | PC | UNRESTRICTED | $100 |
| SHIRAT HAYAM | |||||||
| 700 NORTH SWARTHMORE AVENUE | VENTNOR | NJ | 08406 | NONE | PC | UNRESTRICTED | $50 |
| SHIRELY MAE BREAST CANCER ASS | |||||||
| PO BOX 3265 | MARGATE | NJ | 08402 | NONE | PC | UNRESTRICTED | $100 |
| ST JUDE CHILDREN RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | UNRESTRICTED | $50 |
| VENTNOR CITY FIREMANS BENEFIT | |||||||
| 20 N NEW HAMPSHIRE AVENUE | VENTNOR | NJ | 08406 | NONE | PC | UNRESTRICTED | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,403 | 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 | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,284 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,078 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,995 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | CHARITABLE FOUNDATIONS WHOSE GROSS CONTRIBUTIONS DO NOT EXCEED $10,000 IN A FISCAL YEAR AND WHO DO NOT COMPENSATE ANYONE IN CONNECTION WITH THE SOLICITATION OF CONTRIBUTIONS OR FUND RAISING ARE NOT REQUIRED TO PROVIDE A COPY OF THE 990PF TO THE ATTORNEY GENERAL OF THE STATE OF NEW JERSEY. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $80,588 | EOYBookValueAmt |
| EOYFMV | $80,588 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | $20,415 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE ACCOUNT FEES | Desc |
| Revenue And Expenses Per Books | $971 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $971 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHODA STEINBERG MALAMUT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BOARDWALK APT 717 | AddressLine1Txt |
| City | VENTNOR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08406 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $11 | Amt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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