EMSS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EMSS FOUNDATION INC (EIN 22-3748810)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-27
- IRS object ID
- 202023019349100702
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-27T09:14:42-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Jefferson Road | AddressLine1Txt |
| City | Parsippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070542891 | 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 | 223748810 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The EMSS Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMSS | BusinessNameControlTxt |
| Phone | 9733773798 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13248 Provence Drive | AddressLine1Txt |
| City | Palm Beach Gardens | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN SPERBER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9733773798 | PhoneNum |
| Signature | 2020-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles P Abraham | PreparerPersonNm |
| PTIN | P00602382 | PTIN |
| Phone | 9739666300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 205.132.218.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-27 | IPDt |
| IP Tm | 10:14:03 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A734058C44C96A7749D83DE9EC1C466EEA416639 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 09CB42D3DC01A9D1829D858A14E35CF95BC78336 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,659,545 | 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 | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $773 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,427 | 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 |
| Accounting Fees Rev And Expnss | $3,689 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,689 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $295 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,251 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,251 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,251 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$79,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,443 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $176,652 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,938 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $818,090 | CorporateStockBOYAmt |
| Corporate Stock EOY | $848,582 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,363,047 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $212,178 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $220,460 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $233,560 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,206,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,131,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,659,545 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,206,920 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,131,980 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,206,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,131,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,206,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,131,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,206,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$79,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,868 | OtherIncreasesAmt |
| Subtotal | $1,131,980 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,131,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Capital Gains Dividends | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $773 | GrossSalesPriceAmt |
| Gain Or Loss | $773 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $773 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $773 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $161,905 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,609,204 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062051 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,086 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,664,859 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040560 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $125,687 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,549,073 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049307 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $69,098 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,615,506 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026419 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $111,903 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,453,072 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045617 | DistributionYr5Rt |
| Total Distribution | 0.223954 | TotalDistributionRt |
| Average Distribution | 0.044791 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,494,526 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $111,732 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $414 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $112,146 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $121,251 | 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 | $414 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $414 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $414 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,615 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,615 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,201 | OverpaymentAmt |
| Applied To ES Tax | $1,201 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
| Individual With Books | Martin Sperber | IndividualWithBooksNm |
| Phone | 9733773798 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13248 Provence Drive | AddressLine1Txt |
| City | Palm Beach Gardens | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Martin Sperber | ||||||||
| 13248 Provence Drive | Palm Beach Gardens | FL | 33410 | President/Director | 0.00 | $0 | $0 | $0 |
| Ellen C Sperber | ||||||||
| 13248 Provence Drive | Palm Beach Gardens | FL | 33410 | Vice President/Director | 0.00 | $0 | $0 | $0 |
| Steven J Sperber | ||||||||
| 92 Fairview Avenue | Woodcliff Lake | NJ | 07675 | Treasurer/Director | 0.00 | $0 | $0 | $0 |
| Susan B Parnes | ||||||||
| 1426 Treetop Lane | Ambler | PA | 19002 | Secretary/Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,364,025 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,489 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,532,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,532,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,494,526 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,726 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $414 | TotalTaxAmt |
| Distributable Before Adj | $124,312 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $124,312 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $124,312 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,251 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,251 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $414 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $120,837 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,312 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $110,114 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,251 | QualifyingDistributionsAmt |
| Applied To Year1 | $110,114 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,137 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $113,175 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Martin Sperber | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| American Friends of Magen David Adom | ||||||||||
| PO Box 96402 | Washington | DC | 20090 | None | Public charity | General purposes | $500 | |||
| American Jewish Joint Distribution Committee | ||||||||||
| PO Box 96594 | Washington | DC | 20090 | None | Public charity | General Purposes | $2,000 | |||
| Anti-Defamation League | ||||||||||
| 605 Third Avenue | New York | NY | 10158 | None | Public charity | General purposes | $1,000 | |||
| Bikemore Inc | ||||||||||
| 2209 Maryland Ave | Baltimore | MD | 21218 | None | Public Charity | General Purposes | $500 | |||
| CARE | ||||||||||
| 151 Ellis Street NE | Atlanta | GA | 30303 | None | Public charity | General purposes | $5,000 | |||
| Combined Jewish Philanthropies Kraft Family Bld | ||||||||||
| 126 High Street | Boston | MA | 021102700 | None | Public charity | General purposes | $500 | |||
| Congregation B'Nai Jeshurun | ||||||||||
| 1205 S Orange Ave | Short Hills | NJ | 07078 | None | Public charity | General purposes | $1,000 | |||
| Doctors Without Borders USA | ||||||||||
| PPB 5023 | Hagerstown | MD | 21741 | None | Public charity | General purposes | $500 | |||
| Empire State College Fdn | ||||||||||
| 28 Union Ave | Saratoga Springs | NY | 12866 | None | Public charity | General purposes | $1,000 | |||
| Everytown for Gun Safety | ||||||||||
| PO Box 97116 | Washington | DC | 200777232 | None | Public charity | General purposes | $5,000 | |||
| FAU Foundation-Florida Atlantic University | ||||||||||
| 5353 Parkside Drive | Jupiter | FL | 33458 | None | Public charity | General purposes | $1,000 | |||
| Franklin & Marshall College | ||||||||||
| PO Box 3003 | Lancaster | PA | 17604 | None | Public charity | Annual fund | $1,000 | |||
| Friends of Society of Neutoscience Fund | ||||||||||
| 11121 14th St NW Suite 1010 | Washington | DC | 20005 | None | Public charity | General purposes | $500 | |||
| Galapagos Conservancy | ||||||||||
| 11150 Faifax Blvd Suite 408 | Fairfax | VA | 22030 | None | Public charity | General purposes | $1,000 | |||
| Hackensack Univ Medical Center Fdn | ||||||||||
| 160 Essex St Ste 101 | Lodi | NJ | 07644 | None | Public charity | General purposes | $18,000 | |||
| Hadassah of Greater Philadelphia | ||||||||||
| PO Box 97153 | Washington | DC | 20090 | None | Public charity | General purposes | $1,000 | |||
| HIAS - Nonprofit Organization | ||||||||||
| PO Box 97077 | Washington | DC | 100907077 | None | Public charity | General purposes | $5,000 | |||
| Icing Smiles Inc | ||||||||||
| 4725 Dorsey Hall Dr Ste A-807 | Ellicott City | MD | 21042 | None | Public charity | General purposes | $5,000 | |||
| IDSA Foundation | ||||||||||
| 1300 Wilson Blvd suite 300 | Arlington | VA | 22209 | None | Public charity | General purposes | $1,000 | |||
| Jewish Federation of Greater Philadelphia | ||||||||||
| 2100 Arch Street | Philadelphia | PA | 19103 | None | Public charity | General purposes | $1,000 | |||
| Jewish Federation of Metrowest | ||||||||||
| PO Box 929 | Whippany | NJ | 07981 | None | Public charity | General purposes | $1,500 | |||
| Jewish Federation of Northern New Jersey | ||||||||||
| 50 Eisenhower Dr | Paramus | NJ | 07652 | None | Public charity | General purposes | $2,500 | |||
| Jewish Federation of Palm Beach County | ||||||||||
| 1 Harvard cir | West Palm Beach | FL | 33409 | None | Public charity | General purposes | $2,000 | |||
| Jupiter Medical Center Foundation | ||||||||||
| 1210 S Old Dixie Highway | Jupiter | FL | 33458 | None | Public charity | General purposes | $2,000 | |||
| Kravis Center for Performing Arts | ||||||||||
| 701 Okeechobie Blvd | West Palm Beach | FL | 33401 | None | Public charity | General purposes | $1,000 | |||
| Make Our Schools Safe | ||||||||||
| 5944 Coral Ridge Drive 119 | Coral Springs | FL | 33076 | None | Public charity | General purposes | $500 | |||
| Maltz Jupiter Theater | ||||||||||
| 1001 E Indiantown Rd | Jupiter | FL | 33477 | None | Public charity | General purposes | $2,500 | |||
| Mission Kids Child Advocacy Center | ||||||||||
| PO Box 413 | Blue Bell | PA | 19422 | None | Public charity | General purposes | $1,000 | |||
| Morristown Medical Center Foundation | ||||||||||
| 100 Madison Avenue | Morristown | NJ | 07960 | None | Public charity | General purposes | $1,000 | |||
| National Foundation for Infectious Diseases | ||||||||||
| 7201 Wisconsin Avenue suite 750 | Bethesda | MD | 20814 | None | Public charity | General purposes | $1,000 | |||
| National Geographic Society | ||||||||||
| PO Box 9817 | Washington | DC | 20077 | None | Public charity | General purposes | $2,500 | |||
| National Park Foundation | ||||||||||
| PO Box 17394 | Baltimore | MD | 212989450 | None | Public charity | General purposes | $1,000 | |||
| National Psoriasis Foundation | ||||||||||
| 6000 SW 92nd Ave | Portland | OR | 97223 | None | Public charity | General purposes | $1,000 | |||
| New Jersey Audubon | ||||||||||
| 9 Hardscrabble Rd | Bernardsville | NJ | 07924 | None | Public charity | General purposes | $500 | |||
| New York Public Radio | ||||||||||
| 160 Varick St | New York | NY | 10013 | None | Public charity | General Purposes | $1,200 | |||
| New York University School of Medicine | ||||||||||
| One Park Ave | New York | NY | 10016 | None | Public charity | Alumni Fund | $10,000 | |||
| No Stomach for Cancer Inc | ||||||||||
| PO Box 46070 | Madison | WI | 53744 | None | Public charity | General purposes | $500 | |||
| Partners in Health | ||||||||||
| PO Box 996 | Frederick | MD | 217059942 | None | Public charity | General purposes | $500 | |||
| PCCY Public Citizens for Children & Youth | ||||||||||
| 990 Spring Garden Stree Ste 200 | Philadelphia | PA | 19123 | None | Public charity | General purposes | $5,000 | |||
| Philadelphia Ronald McDonald House | ||||||||||
| 3925 Chestnut St | Philadelphia | PA | 19104 | None | Public charity | General purposes | $5,000 | |||
| Planned Parenthood | ||||||||||
| PO Box 97166 | Washington | DC | 200907166 | None | Public charity | General purposes | $5,000 | |||
| RAICES | ||||||||||
| 1305 N Flores St | San Antonio | TX | 78212 | None | Public charity | General purposes | $5,000 | |||
| Riverway Project Fund | ||||||||||
| 477 Longwood Ave | Boston | MA | 02215 | None | Public charity | General purposes | $500 | |||
| Slidarios para el Desarrollo | ||||||||||
| None | Public charity | General purposes | $500 | Calle Donso Cortes 65 bajo | Madrid | SP | ||||
| Temple Judea | ||||||||||
| 4311 Hood Road | Palm Beach Gardens | FL | 33410 | None | Public charity | General purposes | $2,051 | |||
| The Actors Fund | ||||||||||
| 729 7th Avenue | New York | NY | 10019 | None | Public charity | General purposes | $2,500 | |||
| The Metropolitan Opera Guild | ||||||||||
| 30 Lincoln Center Plaza | New York | NY | 10133 | None | Public charity | General Purposes | $1,000 | |||
| The Young Women's Leadership School | ||||||||||
| 325 Bushwick Avenue | Brooklyn | NY | 11206 | None | Public charity | General purposes | $1,000 | |||
| Tourett Association of America | ||||||||||
| PO Box 411416 | Melbourne | FL | 329411416 | None | Public charity | General purposes | $1,000 | |||
| Tri-Boro Volunteer Ambulance Corps | ||||||||||
| PO Box 204 | Park Ridge | NJ | 07656 | None | Public charity | General purposes | $500 | |||
| Trustees of the University of Pennsylvania | ||||||||||
| 2929 Walnut St | Philadelphia | PA | 19104 | None | Public charity | General purposes | $1,000 | |||
| USC Shoah Foundation | ||||||||||
| 1150 S Olive Street suite 2400 | Los Angeles | CA | 90015 | None | Public charity | General purposes | $1,000 | |||
| Vanderbilt Univ School of Medicine | ||||||||||
| 2301 Vanderbilt Place | Nashville | TN | 37203 | None | Public charity | General purposes | $1,000 | |||
| Vetri Community Partnership | ||||||||||
| 211 n 13th St Ste 303 | Philadelphia | PA | 19107 | None | Public charity | General purposes | $2,500 | |||
| Wellesley College | ||||||||||
| 106 Central St | Wellesley | MA | 02481 | None | Public charity | General purposes | $500 | |||
| Women of Vision Philadelphia's Jewish Women's Foundation | ||||||||||
| 2100 Arch Street | Philadelphia | PA | 19103 | None | Public charity | General purposes | $500 | |||
| Woodcliff Lake Volunteer Fire Dept | ||||||||||
| 180 Pascack Road | Woodcliff Lake | NJ | 07677 | None | Public charity | General purposes | $500 | |||
| World Central Kitchen | ||||||||||
| 1342 Florida Ave NW | Washington | DC | 20009 | None | Public charity | General purposes | $500 | |||
| World Wildlife Fund | ||||||||||
| 1250 24th Street NW | Washington | DC | 20037 | None | Public charity | General purposes | $1,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,251 | 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 | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,647 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $773 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,427 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,427 | 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 | Day Pitney LLP | CategoryTxt |
| Amt | $3,689 | Amt |
| Net Investment Income | $3,689 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | The foundation manager (President and director) is making an election under Regulation Section 53.4942(a)-3(d)(2) to apply all or part of the remaining qualifying distributions to any undistributed income remaining from years before 2017. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,000 SHS ALLERGAN PLC DONATED SHS | $112,022 | $382,340 |
| 4,000 SHS SCHEIN HENRY INC DONATED | $49,530 | $266,880 |
| 1,547.2034 SHS ISHARES CORE S&P MID CAP ETF | $104,801 | $318,446 |
| 4219.3428 SHS ISHARES CORE S&P SMALL CAP ETF | $105,906 | $353,792 |
| 1,746.8382 SHS ISHARES MSCI EAFE ETF | $111,553 | $125,233 |
| 2,246.7673 SHS ISHARES S&P 500 GROWTH ETF | $143,949 | $442,586 |
| 3479.5158 SHS ISHARES S&P 500 VALUE ETF | $206,851 | $452,650 |
| 1600 shs Covetrus Inc | $13,970 | $21,120 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 16,647.178 shs DODGE & COX INCOME FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $220,460 | BookValueAmt |
| EOYFMV | $233,560 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2018 EXCISE TAX REFUND FROM THE US TREASURY | $1,865 |
| ADJUSTMENT TO BALANCE CASH FROM PRIOR PERIODS | $3,003 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax withheld | CategoryTxt |
| Amt | $295 | Amt |
| Net Investment Income | $295 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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