ENDOWMENT FOUNDATION OF THE JEWISH: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ENDOWMENT FOUNDATION OF THE JEWISH (EIN 22-2454899)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-12-01
- IRS object ID
- 202043369349100004
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-01T14:15:48-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221758785 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS MERKER & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 RIVERVIEW DRIVE - 3RD FL | AddressLine1Txt |
| City | TOTOWA | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07512 | 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 | 222454899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENDOWMENT FOUNDATION OF THE JEWISH | BusinessNameLine1Txt |
| Business Name Line2 | FED OF GRT CLIFTON PASSAIC INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENDO | BusinessNameControlTxt |
| Phone | 9737777638 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JEWISH FAMILY SVC 110 MAIN AVE | AddressLine1Txt |
| City | PASSAIC | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07055 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN GUTMANN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2020-11-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN S MERKER | PreparerPersonNm |
| PTIN | P00038667 | PTIN |
| Phone | 8627574300 | PhoneNum |
| Preparation | 2020-11-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-01 | IPDt |
| IP Tm | 14:15:48 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5FE7DC7F08A99E116798234C9653A429891E9126 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5FE7DC7F08A99E116798234C9653A429891E9126 | 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 | $507,856 | 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 | $26,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,482 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,738 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,601 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $6,601 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $53,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,204 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,601 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,230 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,330 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,330 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,330 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,874 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,601 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,242 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,073 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $417,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $347,604 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $347,604 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $107,578 | OtherAssetsBOYAmt |
| Other Assets EOY | $114,179 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $114,179 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $531,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $507,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $507,856 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,387 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,909 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,387 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,909 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $527,737 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $501,947 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $527,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $501,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $531,124 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $507,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $527,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,222 | ExcessRevenueOverExpensesAmt |
| Subtotal | $512,515 | SubtotalAmt |
| Other Decreases | $10,568 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $501,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,738 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,315 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.813143 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $6,469 | NetVlNoncharitableAssetsYr2Amt |
| Adjusted Qlfy Distri Yr3 | $7,108 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,528 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.088848 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,644 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.112884 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,875 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,085 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.121927 | DistributionYr5Rt |
| Total Distribution | 6.136802 | TotalDistributionRt |
| Average Distribution | 1.534201 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,083 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $59 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,142 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,030 | 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 | $59 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $59 | SubtotalAmt |
| Tax Based On Investment Income | $59 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $59 | TaxDueAmt |
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 | NONE | WebsiteAddressTxt |
| Individual With Books | ALAN GUTMANN PRESIDENT | IndividualWithBooksNm |
| Phone | 9737777638 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MAIN AVENUE | AddressLine1Txt |
| City | PASSAIC | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07055 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN GUTMANN | ||||||||
| 110 MAIN AVENUE | PASSAIC | NJ | 07055 | PRESIDENT | 0.20 | $0 | $0 | $0 |
| YAACOV BRISMANN | ||||||||
| 110 MAIN AVENUE | PASSAIC | NJ | 07055 | SECY/TRUSTEE | 0.20 | $0 | $0 | $0 |
| JOAN GOTTLIEB | ||||||||
| 110 MAIN AVENUE | PASSAIC | NJ | 07055 | TRUSTEE | 0.20 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,127 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $35,127 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $527 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59 | TotalTaxAmt |
| Distributable Before Adj | $1,671 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,671 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,671 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,030 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $59,030 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $59 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,971 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,671 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $11,213 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,213 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,030 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,359 | RemainingDistriFromCorpusAmt |
| Total Corpus | $68,572 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $68,572 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $11,213 | ExcessFromYear1Amt |
| Excess From Current Year | $57,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALAN GUTMANN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MAIN AVENUE | AddressLine1Txt |
| City | PASSAIC | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9737777638 | RecipientPhoneNum |
| Form And Info And Materials | DONOR MAKES REQUEST TO BOARD UNDER THE DONOR-ADVISED FUNDS FOR THE EXCLUSIVE PURPOSE & INTENDED USE OF THE 501(C)3 CHARITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 60 DAYS BEFORE DATE PAYMENT DESIRED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED ONLY TO 501(C)3 CHARITIES, AS APPROVED BY THE IRS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICES | ||||||||
| 110 MAIN AVENUE | PASSAIC | NJ | 07055 | N/A | PUBLIC-501C3 | GENERAL OPERATING SUPPORT | $49,401 | |
| JEWISH NATIONAL FUND | ||||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTRE | NY | 11570 | N/A | PUBLIC-501C3 | GENERAL OPERATING SUPPORT | $9,629 | C/O CELINE LEEDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,030 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,466 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,571 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPLIT INTEREST INCOME | Desc |
| Related Or Exempt Function Incm | $6,601 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,638 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,638 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | RELIGIOUS, SCIENTIFIC, EDUC PURPOSES 501 C3 CHARITIES ONLY |
| 8 | RELIGIOUS, SCIENTIFIC, EDUC PURPOSES 501 C3 CHARITIES ONLY |
| 11B | RELIGIOUS, SCIENTIFIC, EDUC PURPOSES 501 C3 CHARITIES ONLY |
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 | JEWISH FEDERATION OF GREATER CLIFTO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MAIN AVENUE | AddressLine1Txt |
| City | PASSAIC | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (18 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 18.457 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2019-07 | $306 | $300 | $6 |
| 23.542 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2019-08 | $321 | $327 | -$6 |
| 23.764 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2019-09 | $320 | $327 | -$7 |
| 23.944 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2019-10 | $323 | $326 | -$3 |
| 1,592.321 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2019-11 | $27,165 | $20,020 | $7,145 |
| 952.151 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2019-11 | $12,835 | $12,823 | $12 |
| 19.047 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2019-11 | $327 | $185 | $142 |
| 157.778 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2019-12 | $2,130 | $2,111 | $19 |
| 19.593 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2019-12 | $332 | $191 | $141 |
| 1.732 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2020-01 | $30 | $25 | $5 |
| 17.327 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2020-01 | $303 | $252 | $51 |
| 66.124 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2020-02 | $1,154 | $962 | $192 |
| 24.585 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2020-03 | $327 | $333 | -$6 |
| 3,422.646 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2020-04 | $45,795 | $44,501 | $1,294 |
| 1,113.245 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2020-04 | $14,205 | $18,374 | -$4,169 |
| 21.838 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2020-04 | $306 | $316 | -$10 |
| 19.325 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2020-05 | $279 | $276 | $3 |
| 18.323 SHS ALLIANCE BERNSTEIN | 2018-01 | PURCHASE | 2020-06 | $286 | $262 | $24 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN INTERMEDIATE DURATION | $130,034 | $130,034 |
| AB WEALTH APPRECIATION | $217,570 | $217,570 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTION RECEIVABLE-SPLIT INT | Desc |
| BOY Book Value | $107,578 | BOYBookValueAmt |
| EOY Book Value | $114,179 | EOYBookValueAmt |
| EOYFMV | $114,179 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX | $50 |
| UNREALIZED LOSS ON INVESTMENTS | $10,518 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| NJ FILING FEES | $30 | $30 |
| INVESTMENT MANAGEMENT FEES | $3,799 | $3,799 |
| ADMINISTRATIVE FEE EXPENSE | $2,521 | $2,521 |
| INSURANCE EXPENSE | $817 | $817 |
| POSTAGE | $13 | $13 |
| NJ ANNUAL REPORT FEE | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPLIT INTEREST INCOME | Desc |
| Revenue And Expenses Per Books | $6,601 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $6,601 | AdjustedNetIncomeAmt |
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