TABAK FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TABAK FAMILY FOUNDATION INC (EIN 22-3480463)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-12
- IRS object ID
- 202002869349100105
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-12T09:30:05-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKIN & GUTTENPLAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 TICES LANE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | 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 | 223480463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TABAK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILKIN & GUTTENPLAN PC | InCareOfNm |
| Business Name Control | TABA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 PARK AVENUE APT12B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY TABAK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5617328802 | PhoneNum |
| Signature | 2020-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LOVERDE CPA | PreparerPersonNm |
| PTIN | P00099532 | PTIN |
| Phone | 7328463000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.191.98.139 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22036720202865000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1090B658185102BFCE50DE593D21358735CAD4FE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4E067F3CBFA0EED708E7DAF02B6E96A7C0164F11 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,111,879 | 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 | $200,999 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,806 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $50,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $420,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,052 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $278,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,052 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $3,496 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,496 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $203,211 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,356 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $543,490 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,992 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,992 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $140,034 | CorporateStockBOYAmt |
| Corporate Stock EOY | $878,042 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $936,338 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $133,206 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $149,685 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $149,549 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $35,742 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $852,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,053,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,111,879 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $852,472 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,053,719 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $852,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,053,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $852,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,053,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $852,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $203,211 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36 | OtherIncreasesAmt |
| Subtotal | $1,055,719 | SubtotalAmt |
| Other Decreases | $2,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,053,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| MERRIL LYNCH#2138 - LT COVERED | P | 2019-12-31 | $316,040 | $245,783 | $70,257 | $70,257 | |
| MERRILL LYNCH#2138 - ST COVERED | P | 2019-12-31 | $70,831 | $67,717 | $3,114 | $3,114 | |
| MERRILL LYNCH#2138 - NON-COVERED | P | 2019-06-14 | $30,901 | $31,946 | -$1,045 | -$1,045 | 2016-05-05 |
| MERILL LYNCH#2138 - NON-COVERE | P | 2019-12-31 | $0 | $25,289 | -$25,289 | -$25,289 | |
| CAPITAL GAIN DIVIDENDS | P | $3,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,052 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,859 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $875,698 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061504 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $647,566 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080918 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $269,270 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.142422 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,648 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $157,758 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.219628 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,736 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $149,724 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.232 | DistributionYr5Rt |
| Total Distribution | 0.736472 | TotalDistributionRt |
| Average Distribution | 0.147294 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $967,461 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $142,501 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $424 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $142,925 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,950 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $847 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $847 | SubtotalAmt |
| Tax Based On Investment Income | $847 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,725 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,075 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,953 | OverpaymentAmt |
| Applied To ES Tax | $2,953 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKIN & GUTTENPLAN PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7328463000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 TICES LANE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY TABAK | |||||||||
| 1100 PARK AVENUE APT 12B | NEW YORK | NY | 101281202 | SEC/TREAS | 0 | $0 | $0 | $0 | |
| STEVEN TABAK | |||||||||
| 10 MADISON SQUARE PARK W | NEW YORK | NY | 100101619 | TRUSTEE | 0 | $0 | $0 | $0 | APT 2F |
| BRADLEY TABAK | |||||||||
| 233 EAST 69TH STREET APT 11B | NEW YORK | NY | 10021 | TRUSTEE | 0 | $0 | $0 | $0 | |
| MAX TABAK | |||||||||
| 300 E 34TH ST | NEW YORK | NY | 10016 | TRUSTEE | 0 | $0 | $0 | $0 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $697,453 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $284,741 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $982,194 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $982,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $967,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $847 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $847 | TotalTaxAmt |
| Distributable Before Adj | $47,526 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,526 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,526 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $67,950 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $67,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,526 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,222 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,804 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,321 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,232 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $111,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $47,526 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,424 | RemainingDistriFromCorpusAmt |
| Total Corpus | $132,352 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,222 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,130 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,804 | ExcessFromYear4Amt |
| Excess From Year3 | $25,321 | ExcessFromYear3Amt |
| Excess From Year2 | $21,232 | ExcessFromYear2Amt |
| Excess From Year1 | $10,349 | ExcessFromYear1Amt |
| Excess From Current Year | $20,424 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH TABAK | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| RODEPH SHOLOM | ||||||||
| 7 WEST 83RD STREET | NEW YORK | NY | 10024 | NONE | PC | M&J TABAK ENDOWMENT | $10,000 | |
| THE MUSEUM OF JEWISH HERITAGE | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | GENERAL SUPPORT | $20,400 | |
| UJA - FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| NEW YORK PRESBYTERIAN FUND | ||||||||
| 850 3RD AVE 12TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CHABAD LUBAVITCH OF HOBOKEN | ||||||||
| 720 MONROE ST E100 | HOBOKEN | NJ | 07030 | NONE | PC | GENERAL SUPPORT | $1,800 | |
| DUKE UNIVERSITY | ||||||||
| ALUMNI DEVELOPMENT RECORDS | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $4,000 | PO BOX 90581 |
| HIGHLAND PARK CONSERVATIVE TEMPLE CONGR ANSHE ERN | ||||||||
| 201 SOUTH THIRD AVENUE | HIGHLAND PARK | NJ | 08904 | NONE | PC | GENERAL SUPPORT | $430 | |
| JEWISH FEDERATION OF GREATER METRO WEST | ||||||||
| 910 RT 10 PO BOX 929 | WHIPPANY | NJ | 07981 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| LUPUS RESEARCH ALLIANCE | ||||||||
| 275 MADISON AVE 10TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $500 | |
| SPECIAL OLYMPICS OF CENTRAL NEW YORK | ||||||||
| 1201 HARRISON ST | SYRACUSE | NY | 13210 | NONE | PC | GENERAL SUPPORT | $500 | |
| CHABAD CENTER FOR JEWISH | ||||||||
| 14535 BLANCO ROAD | S ANTONIO | TX | 78216 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| AABGU | ||||||||
| 1001 AVENUE OF THE AMERICAS 19TH F | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $360 | |
| ANSHE EMETH MEMORIAL TEMPLE | ||||||||
| 222 LIVINGSTON AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PC | GENERAL SUPPORT | $180 | |
| WEIL CORNELL MEDICAL COLLEGE CABARET | ||||||||
| 850 3RD AVE 12TH FL | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $4,100 | |
| MIGHTY WRITERS | ||||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | NONE | PC | GENERAL SUPPORT | $180 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,052 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,858 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEVEN TABAK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MADISON SQUARE PARK W APT2F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100101619 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,999 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5800 SHARES OF BANK OF AMERICA CORP | NoncashPropertyDesc |
| Fair Market Value | $200,999 | FairMarketValueAmt |
| Received | 2019-12-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $4,200 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BANK OF AMERICA | BondNm |
| EOY Book Value | $149,685 | EOYBookValueAmt |
| EOYFMV | $149,549 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BANK OF AMERICA | StockNm |
| EOY Book Value | $878,042 | EOYBookValueAmt |
| EOYFMV | $936,338 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD REIT | FMV | $0 | $0 |
| AQR MANAGED FUTURES | FMV | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES NOT DEDUCTIBLE | Desc |
| Amt | $2,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL ACCOUNT FEE | Desc |
| Revenue And Expenses Per Books | $3,496 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,496 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJSUTMENT | Desc |
| Amt | $36 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
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