FOUNDATION AMANDIER INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION AMANDIER INC (EIN 46-1276516)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202003159349101440
- Schema version
- 2019v5.0
- 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
- General Explanation Attachment
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T11:27:51-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223476477 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARE AND HARRIS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5c Auer Ct | 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 | 461276516 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION AMANDIER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 9733250011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 MAIN STREET - SUITE 510 | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MANDELBAUM | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM C HARRIS | PreparerPersonNm |
| PTIN | P00106706 | PTIN |
| Phone | 7322380055 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $422,199 | 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 | $434,589 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $98 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $98 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $98 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,942 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,942 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,964 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,013 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $62,013 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $518,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,053 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $84,053 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $510 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $255 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $255 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $255 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,525 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,525 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $507 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $254 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $253 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $253 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,034 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,033 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,033 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,034 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,033 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $474,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,019 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $82,020 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,223 | CashBOYAmt |
| Cash EOY | $76,632 | CashEOYAmt |
| Cash EOYFMV | $76,635 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $500 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $49,611 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $345,064 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $350,441 | OtherAssetsBOYAmt |
| Other Assets EOY | $713,454 | OtherAssetsEOYAmt |
| Total Assets BOY | $415,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $818,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $422,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $415,275 | RetainedEarningBOYAmt |
| Retained Earning EOY | $818,247 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $415,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $818,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $415,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $818,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $415,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $474,575 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $889,853 | SubtotalAmt |
| Other Decreases | $71,606 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $818,247 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1334 TWENTY FIRST CENTURY FOX | D | 2018-05-14 | 2019-03-22 | $49,802 | $21,351 | $28,451 | $28,451 |
| 600 CONDUENT INC | D | 2018-06-18 | 2019-03-22 | $8,169 | $8,169 | $8,169 | |
| 171 HESS CORPORATION | D | 2018-06-18 | 2019-03-22 | $9,865 | $9,865 | $9,865 | |
| 218 HUNTINGTON BANCSHARES | D | 2018-06-18 | 2019-03-22 | $2,817 | $2,817 | $2,817 | |
| 100 MACK CALI REALTY CP | D | 2018-06-18 | 2019-03-22 | $2,139 | $2,139 | $2,139 | |
| 40 TUPPERWARE BRANDS CORP | D | 2018-06-18 | 2019-03-22 | $998 | $998 | $998 | |
| 176 VODAFONE GROUP PLC | D | 2018-06-18 | 2019-03-22 | $3,292 | $3,292 | $3,292 | |
| 7 WALT DISNEY | D | 2019-03-20 | 2019-04-26 | $915 | $522 | $393 | $393 |
| 26 TERADATA CORP | D | 2019-01-07 | 2019-03-22 | $1,141 | $1,141 | $1,141 | |
| 140 AVIS BUDGET | D | 2019-06-18 | 2019-03-22 | $4,683 | $4,683 | $4,683 | |
| FOX CORP-CIL | D | 2019-03-19 | 2019-03-19 | $27 | $19 | $8 | $8 |
| WALT DISNEY-CIL | D | 2019-03-20 | 2019-03-20 | $86 | $59 | $27 | $27 |
| VIACOMCBS-CIL | D | 2019-12-05 | 2019-12-05 | $30 | $30 | $30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,013 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $62,013 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,277 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $185,344 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.19033 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,047 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,948 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.35516 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,345 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,062 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.47366 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,140 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01972 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,207 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00127 | DistributionYr5Rt |
| Total Distribution | 1.040149 | TotalDistributionRt |
| Average Distribution | 0.208030 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $831,859 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $173,052 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $820 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $173,872 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,033 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,640 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,640 | SubtotalAmt |
| Tax Based On Investment Income | $1,640 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $860 | OverpaymentAmt |
| Applied To ES Tax | $860 | 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 | DAVID MANDELBAUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9733250011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 MAIN STREET - SUITE 510 | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID MANDELBAUM | ||||||
| 80 MAIN STREET SUITE 510 | WEST ORANGE | NJ | 07052 | President | 0.00 | $0 |
| MICHAEL MANDELBAUM | ||||||
| 80 MAIN STREET SUITE 510 | WEST ORANGE | NJ | 07052 | Vice President | 0.00 | $0 |
| JEFFREY MANDELBAUM | ||||||
| 80 MAIN STREET SUITE 510 | WEST ORANGE | NJ | 07052 | Vice President | 0.00 | $0 |
| JONATHAN MANDELBAUM | ||||||
| 80 MAIN STREET SUITE 510 | WEST ORANGE | NJ | 07052 | Secretary | 0.00 | $0 |
| RICHARD MANDELBAUM | ||||||
| 80 MAIN STREET SUITE 510 | WEST ORANGE | NJ | 07052 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $775,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $844,527 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $844,527 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $831,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,593 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,593 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,640 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,640 | TotalTaxAmt |
| Distributable Before Adj | $39,953 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,953 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,953 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,033 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,033 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $42,033 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,953 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $2,485 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $900 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,966 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,351 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,033 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,953 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,080 | RemainingDistriFromCorpusAmt |
| Total Corpus | $32,431 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $32,431 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,485 | ExcessFromYear3Amt |
| Excess From Year2 | $900 | ExcessFromYear2Amt |
| Excess From Year1 | $26,966 | ExcessFromYear1Amt |
| Excess From Current Year | $2,080 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID MANDELBAUM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID MANDELBAUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 MAIN STREET SUITE 510 | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9733250011 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF SOLICITATION ON ORGANIZATION STATIONERY DESCRIBING THE NATURE OR PURPOSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| LOYOLA MARYMOUNT UNIVERSITY | |||||
| 1 LMU DRIVEUNVERSITY HALL STE 2800 | LOS ANGELES | CA | 90045 | EDUCATIONAL | $35,000 |
| WOLVES BASKETBALL | |||||
| 4 RAMBLING DRIVE | SCOTCH PLAINS | NJ | 07076 | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,013 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $84,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,053 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DAVID MANDELBAUM | ||||||
| 1 | 80 MAIN STREET - SUITE 510 | WEST ORANGE | NJ | 07052 | $212,343 | Yes (X) |
| NATHAN MANDELBAUM | ||||||
| 2 | 80 MAIN STREET - SUITE 510 | WEST ORANGE | NJ | 07052 | $222,246 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SEE SCHEDULE ATTACHED | $212,343 | 2019-12-31 |
| 2 | SEE SCHEDULE ATTACHED | $222,246 | 2019-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,050 | Amt |
| Net Investment Income | $1,525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,525 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,525 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | FOUNDATION WAS CREATED IN 2014. START-UP PERIOD BEGAN WITH 2015 AND ALL MINIMUM INVESTMENT RETURN THAT IS REQUIRED TO BE DISTRIBUTED BY THE END OF THE START-UP PERIOD PURSUANT TO REGULATION 53.4942(a)-3(b)(4) WILL BE DISTRIBUTED BEFORE 12/31/18. | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $510 | LegalFeesAmt |
| Net Investment Income | $255 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $255 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $255 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|
| Rounding | $3 | |
| UNREALIZED GAIN/LOSS | $713,451 | $350,441 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Amt | $26 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEES | $3 | $2 | $1 | $1 |
| FILING FEE | $26 | $13 | $13 | $13 |
| OTHER TAX | $478 | $239 | $239 | $239 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Comments