IRVING AND BERNICE SINGER FAMILY: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- IRVING AND BERNICE SINGER FAMILY (EIN 02-0449779)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349102386
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T15:05:28-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020449779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVING AND BERNICE SINGER FAMILY FOUNDAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 6036959339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GARY J SINGER PO BOX 16415 | AddressLine1Txt |
| City | HOOKSETT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 031066415 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SYDNEY | PersonNm |
| Person Title | TREASURER/TRUSTEE | PersonTitleTxt |
| Phone | 6036959339 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J FLEURIEL JR | PreparerPersonNm |
| PTIN | P01061273 | PTIN |
| Phone | 6179129000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 16:02:11 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BF01FC42A33EFD525B456BA00FBB0BAD987648B0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $963,626 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $352 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $352 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,033 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $797,545 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,033 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $96,950 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,950 | 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 |
| Other Prof Fees Rev And Expnss | $9,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,531 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,982 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $382 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,913 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,978 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,913 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,028 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,037 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,766 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $944,714 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $921,334 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $936,639 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,115 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,221 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,221 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $967,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $948,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $963,626 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $967,289 | RetainedEarningBOYAmt |
| Retained Earning EOY | $948,321 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $967,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $948,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $967,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $948,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $967,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,028 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60 | OtherIncreasesAmt |
| Subtotal | $948,321 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $948,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST COVERED | $248,003 | $240,262 | $7,763 | $7,763 | |
| PUBLICLY TRADED SECURITIES - LT COVERED | $431,128 | $422,011 | $9,126 | $9,126 | |
| PUBLICLY TRADED SECURITIES - LT NON-COVERED | $114,503 | $64,270 | $50,233 | $50,233 | |
| CAPITAL GAINS DIVIDENDS | $3,911 | $3,911 | $3,911 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,033 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $118,009 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,151,305 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102500 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,452 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,154,374 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.142460 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,064 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,261,696 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088028 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,359 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,366,552 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074903 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,204 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,361,966 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083118 | DistributionYr5Rt |
| Total Distribution | 0.491009 | TotalDistributionRt |
| Average Distribution | 0.098202 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,094,361 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $107,468 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $870 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $108,338 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,315 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,741 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,741 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,741 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,185 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $750 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,935 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $194 | OverpaymentAmt |
| Applied To ES Tax | $194 | 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 | NH | 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 | GARY SINGER | IndividualWithBooksNm |
| Phone | 6036694100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16415 | AddressLine1Txt |
| City | HOOKSETT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 031066415 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (9 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 SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| BERNICE SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| ROBERT SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| STEPHEN SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| STEWART SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| JOY SYDNEY | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| GARY J SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | PRESIDENT/TRUSTEE | 0.01 | $0 | $0 | $0 |
| JEFFREY SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | VICE PRESIDENT/TRUSTEE | 0.01 | $0 | $0 | $0 |
| MICHAEL SYDNEY | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TREASURER/TRUSTEE | 0.10 | $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 | $1,085,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,221 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,111,026 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,111,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,094,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,741 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,741 | TotalTaxAmt |
| Distributable Before Adj | $52,977 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,977 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,977 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,315 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $104,315 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,977 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $45,708 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,865 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,667 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $107,981 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,426 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $300,647 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,977 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,338 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $351,985 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $45,708 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $306,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,865 | ExcessFromYear4Amt |
| Excess From Year3 | $48,667 | ExcessFromYear3Amt |
| Excess From Year2 | $107,981 | ExcessFromYear2Amt |
| Excess From Year1 | $62,426 | ExcessFromYear1Amt |
| Excess From Current Year | $51,338 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY J SINGER | ContributingManagerNm |
| Contributing Manager | MICHAEL SYDNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 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 | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABRAMSON CENTER FOR JEWISH LIFE | |||||||||||
| 1425 HORSHAM ROAD | NORTH WALES | PA | 19002 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| ACLU | |||||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $400 | ||||
| AISH CAMPUS BOSTON | |||||||||||
| 14 EMBASSY ROAD | BRIGHTON | MA | 02135 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| AMERICAN FRIENDS OF YAD ELIEZER | |||||||||||
| 410 GLENN ROAD | JACKSON | NJ | 08527 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| AMERICAN JEWISH WORLD SERVICE | |||||||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $300 | ||||
| BET YAAKOV | |||||||||||
| PO BOX 577 | WEST LONG BRANCH | NJ | 07764 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| BRIDGE ACADEMY | |||||||||||
| 1001 DEAL RD SUITE 103 | OCEAN | NJ | 07712 | NONE | PC | GENERAL OPERATING SUPPORT | $750 | ||||
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| BROOKLINE FOOD PANTRY | |||||||||||
| 15 ST PAUL STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| CAMP GAN ISRAEL - CHABAD OF NH | |||||||||||
| 1234 RIVER ROAD | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $2,315 | ||||
| CHABAD LUBAVITCH OF CENTRAL NY | |||||||||||
| 113 BERKELEY DRIVE | SYRACUSE | NY | 13210 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| CHABAD LUBAVITCH OF NEW HAMPSHIRE | |||||||||||
| 1234 RIVER ROAD | MANCHESTER | NH | 03101 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| CHABAD LUBAVITCH OF ULSTER COUNTY | |||||||||||
| 254 LUCAS AVENUE EXTENSION | KINGSTON | NY | 12401 | NONE | PC | GENERAL OPERATING SUPPORT | $1,750 | ||||
| CHABAD OF ACTON | |||||||||||
| 148 GREAT ROAD | ACTON | MA | 01720 | NONE | PC | GENERAL OPERATING SUPPORT | $2,300 | ||||
| CHABAD OF CHESTNUT HILL | |||||||||||
| 163 BELLINGHAM ROAD | CHESTNUT HILL | MA | 02467 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| CHAI CENTER OF BROOKLINE | |||||||||||
| 105 ST PAUL STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $5,500 | ||||
| CONGREGATION AHAVAS ACHIM | |||||||||||
| 53 1/2 WASHINGTON ST | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| FOOD BANK FOR NEW YORK CITY | |||||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING SUPPORT | $100 | ||||
| FOREST HILLS JEWISH CENTER | |||||||||||
| 106-06 QUEENS BOULEVARD | QUEENS | NY | 11375 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| FRIENDS OF THE ISRAEL DEFENSE FORCES NEW ENGLAND REGION | |||||||||||
| PO BOX 4224 | NY | NY | 10163 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| GIFT OF LIFE BONE MARROW FOUNDATION | |||||||||||
| 800 YAMATO ROAD SUITE 101 | BOCA RATON | FL | 33431 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| HIGH MOWING SCHOOL | |||||||||||
| 222 ISAAC FRYE HIGHWAY | WILTON | NH | 03086 | NONE | PC | SPECIAL EDUCATION SERVICES FOR LEARNING DISABLED STUDENTS | $1,500 | ||||
| JACK M BARRACK HEBREW ACADEMY | |||||||||||
| 272 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| JERUSALEM RAPE CRISIS CENTER | |||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $100 | PO BOX 7815 | JERUSALEM | IS | 9107801 | ||||
| JEWISH FEDERATION OF NEW HAMPSHIRE | |||||||||||
| 66 HANOVER ST SUITE 300 | MANCHESTER | NH | 03101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||
| JEWISH FOUNDATION OF ULSTER COUNTY | |||||||||||
| 259 MILLERS LANE EXT | KINGSTON | NY | 12401 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| JEWISH NATIONAL FUND | |||||||||||
| 78 RANDALL AVE | ROCKVILLE CENTER | NY | 11570 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| JORDAN'S DREAM FUND | |||||||||||
| 618 SOUTH MAIN STREET APT 329 | ANN ARBOR | MI | 48104 | NONE | PC | GENERAL OPERATING SUPPORT | $18,000 | ||||
| LEV AHARON | |||||||||||
| PO BOX 275 | WEST LONG BRANCH | NJ | 07764 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| LONGMEADOW YESHIVA ACADEMY | |||||||||||
| 1148 CONVERSE STREET | LONGMEADOW | MA | 01106 | NONE | PC | GENERAL OPERATING SUPPORT | $1,800 | ||||
| LUBAVITCH OF MONTGOMERY COUNTY | |||||||||||
| 1311 FORT WASHINGTON AVENUE | FORT WASHINGTON | PA | 19034 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| MAIMONIDES SCHOOL | |||||||||||
| 34 PHILBRICK ROAD | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 | ||||
| MANCHESTER CITY LIBRARY FOUNDATION | |||||||||||
| 405 PINE STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| MASBIA OF QUEENS | |||||||||||
| 105-47 64TH ROAD | FOREST HILLS | NY | 11375 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| MAYYIM HAYYIM | |||||||||||
| 1838 WASHINGTON STREET | AUBURNDALE | MA | 02466 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| MIAMI AUTISM RECOVERY PRESCHOOL | |||||||||||
| 1245 NE 201ST TERRACE | MIAMI | FL | 33179 | NONE | PC | GENERAL OPERATING SUPPORT | $2,400 | ||||
| MOORE CENTER SERVICES INC | |||||||||||
| 195 MCGREGOR STREET SUITE 400 | MANCHESTER | NH | 03012 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||
| NEW HAMPTON SCHOOL | |||||||||||
| 70 MAIN STREET | NEW HAMPTON | NH | 03256 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| NEWTON FREE LIBRARY | |||||||||||
| 330 HOMER STREET | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| NORTH MANCHESTER LITTLE LEAGUE | |||||||||||
| 975 BEECH ST | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| OHEL SIMHA | |||||||||||
| 295 PARK AVENUE | LONG BRANCH | NJ | 07740 | NONE | PC | GENERAL OPERATING SUPPORT | $1,750 | ||||
| PALACE THEATRE | |||||||||||
| 80 HANOVER ST | MANCHESTER | NH | 03101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| PJ LIBRARY | |||||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | ||||
| PLUM ISLAND BEAUTIFICATION SOCIETY | |||||||||||
| 8 PLUM ISLAND TURNPIKE | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| PRADER-WILLI SYNDROME ASSOCIATION | |||||||||||
| 8588 POTTER PARK DRIVE SUITE 500 | SARASOTA | FL | 34238 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| QUEENS HATZOLAH AMBULANCE SERVICE | |||||||||||
| 54 STEAMBOAT RD | GREAT NECK | NY | 11024 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | ||||
| RESCUE DOGS ROCK | |||||||||||
| PO BOX 101 - GRACIE STATION | NEW YORK | NY | 10028 | NONE | PC | GENERAL OPERATING SUPPORT | $100 | ||||
| ROFEH INTERNATIONAL | |||||||||||
| 1710 BEACON STREET | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| SAR SCHOLARSHIP FUND | |||||||||||
| 655 WEST 254TH ST | ROVERDALE | NY | 10471 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| SCHECHTER | |||||||||||
| 60 STEIN AVE | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| STAND WITH US | |||||||||||
| PO BOX 341069 | LOS ANGELES | CA | 900341069 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| TEMPLE ADATH YESHURUN BROTHERHOOD | |||||||||||
| 152 PROSPECT STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| TEMPLE ISRAEL OF MANCHESTER | |||||||||||
| 66 SALMON STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $14,000 | ||||
| TEMPLE SINAI | |||||||||||
| 1401 LIMEKILN PIKE | DRESHER | PA | 19025 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| WESTCHESTER TORAH ACADEMY | |||||||||||
| 1000 PINEBROOK BLVD | NEW ROCHELLE | NY | 10804 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||
| YESHIVA HAR TORAH | |||||||||||
| 250-10 GRAND CENTRAL | LITTLE NECK | NY | 11426 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| YOUNG ISRAEL OF BROOKLINE | |||||||||||
| 62 GREEN STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,315 | 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 | $352 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,565 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,033 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $96,950 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,950 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 945.52 SHARES VANGUARD 500 INDEX FUND ADMIRAL | AT COST | $172,908 | $218,830 |
| 885.00 SHARES T ROWE PRICE INSTIT LG CAP CORE GRW | AT COST | $29,204 | $33,302 |
| 1034.57 SHARES OF TROWE PRICE INSTL EMERGING | AT COST | $42,635 | $35,279 |
| 1115.79 SHARES OF VANGUARD GLOBAL MINIMUM | AT COST | $30,369 | $27,672 |
| 1379.47 SHARES OF FIDELITY INTERNATIONAL INDEX INSTL | AT COST | $53,675 | $50,144 |
| 1,546.03 SHARES OF JP MORGAN HEDGED EQUITY | AT COST | $30,283 | $29,344 |
| 19,403.40 SHARES OF FIDELITY US BOND INDEX | AT COST | $219,207 | $218,870 |
| 1,888.02 SHARES OF FIDELITY ADVISOR FLOATING RATE | AT COST | $18,193 | $17,370 |
| 2,274.87 SHARES OF TCW FDS EMRG MARKETS | AT COST | $19,438 | $17,448 |
| 128.60 SHARES VANGUARD MID CAP INDEX ADM | AT COST | $21,451 | $21,996 |
| 4,887.77 SHARES TRANSAMERICA INTERNATIONAL | AT COST | $88,627 | $76,005 |
| 7,270.51 SHARES WESTERN ASSET CORE BOND I | AT COST | $90,934 | $88,846 |
| 10,402.99 SHARES VOYA INTERMEDIATE BOND I | AT COST | $104,410 | $101,533 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $1,115 | BOYBookValueAmt |
| EOY Book Value | $1,221 | EOYBookValueAmt |
| EOYFMV | $1,221 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NH FILING FEE | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES COST BASIS ADJUSTMENT | Desc |
| Amt | $60 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $9,531 | Amt |
| Net Investment Income | $9,531 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2017 FOREIGN DIVIDEND TAX | $382 | $382 | $0 |
| 2017 EXTENSION PAYMENT | $750 | $0 | $0 |
| 2017 Q4 ESTIMATE PAYMENT | $850 | $0 | $0 |