KENNETH AND CLAUDIA SILVERMAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND CLAUDIA SILVERMAN FAMILY FOUNDATION (EIN 22-6831069)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201923129349100647
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T13:21:32-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221430039 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOBEL & CO LLC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 EISENHOWER PARKWAY | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070391711 | 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 | 226831069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND CLAUDIA SILVERMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 9737650100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 195 MORRISTOWN ROAD | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH SILVERMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9737650100 | PhoneNum |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN D SOBEL | PreparerPersonNm |
| PTIN | P01339002 | PTIN |
| Phone | 9739949494 | PhoneNum |
| Preparation | 2019-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.225.92.15 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-06 | IPDt |
| IP Tm | 11:46:04 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C84F2E4754EDABD1601D80A9BA97309DA3F6D80 | 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 | $9,715,761 | 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 |
| Dividends Rev And Expnss | $252,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $252,071 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,079,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,161 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,774 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36,774 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $430,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $430,006 | 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 | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $297 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,614 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,614 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,411 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,411 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $357,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $431,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,411 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $357,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,755 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $355,595 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,463,540 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,502,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,502,483 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $886,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $917,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,045,320 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,930,616 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,711,289 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,514,499 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,687,861 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,861,249 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,653,459 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,968,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,992,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,715,761 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,502 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $29,794 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,502 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,794 | 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 | $9,964,686 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,962,931 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,964,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,962,931 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,968,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,992,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,964,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,755 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,962,931 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,962,931 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN - 6000 | P | $367,678 | $383,486 | -$15,808 | -$15,808 |
| JP MORGAN - 6000 | P | $180,000 | $180,000 | $0 | $0 |
| JP MORGAN - 6000 | P | $192,000 | $191,993 | $7 | $7 |
| JP MORGAN - 1007 | P | $1,547 | $1,896 | -$349 | -$349 |
| JP MORGAN - 1007 | P | $81,066 | $58,440 | $22,626 | $22,626 |
| JP MORGAN - 1007 | P | $36 | $36 | $36 | |
| JP MORGAN - 1003 | P | $10,282 | $9,210 | $1,072 | $1,072 |
| JP MORGAN - 1003 | P | $24,509 | $19,564 | $4,945 | $4,945 |
| JP MORGAN - 1003 | P | $28 | $28 | $28 | |
| GOLDMAN SACHS | P | $63,570 | $94,148 | -$30,578 | -$30,578 |
| THIRD POINT | P | $7,650 | $7,650 | $7,650 | |
| MACKAY | P | $1,124 | $1,124 | $1,124 | |
| GLENVIEW | P | $150,390 | $150,390 | $150,390 | |
| CAPITAL GAINS DIVIDENDS | P | $18 | $18 | $18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $348,207 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,938,896 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035035 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $851,282 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,581,577 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088846 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $987,404 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,459,610 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086164 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $914,551 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,740,061 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.077900 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $857,114 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,694,926 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073289 | DistributionYr5Rt |
| Total Distribution | 0.361234 | TotalDistributionRt |
| Average Distribution | 0.072247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,953,504 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $719,111 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,556 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $722,667 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $357,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,112 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,112 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,112 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,824 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,324 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $195 | EsPenaltyAmt |
| Overpayment | $2,017 | OverpaymentAmt |
| Applied To ES Tax | $2,017 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9737650100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 195 MORRISTOWN ROAD | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH SILVERMAN | ||||||||
| 1-2 CHAPIN ROAD | BERNARDSVILLE | NJ | 07924 | TRUSTEE/SETTLOR | 0.00 | $0 | $0 | $0 |
| CLAUDIA SILVERMAN | ||||||||
| 1-2 CHAPIN RAOD | BERNARDSVILLE | NJ | 07924 | TRUSTEE/SETTLOR | 0.00 | $0 | $0 | $0 |
| BRITTANY SILVERMAN | ||||||||
| 195 MORRISTOWN ROAD | BASKING RIDGE | NJ | 07920 | TRUSTEE(FULL YEAR)/MANAGER | 30.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES C COSTIN MD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 195 MORRISTOWN ROAD | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | DONATION CONSULTANT | ServiceTypeTxt |
| Compensation | $55,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $8,635,592 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,469,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,105,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,105,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,576 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,953,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $497,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $497,675 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,112 | TotalTaxAmt |
| Distributable Before Adj | $490,563 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $490,563 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $490,563 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $357,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $357,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $357,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $490,563 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $377,081 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $377,081 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $357,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $357,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $133,213 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $133,213 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $243,868 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $243,868 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $243,868 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH SILVERMAN | ContributingManagerNm |
| Contributing Manager | CLAUDIA SILVERMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH SILVERMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 825 | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9737650100 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FROM THE APPLICANT INDICATING THE PURPOSE OF THE ORGANIZATION AND THE PROPOSED USE OF THE REQUESTED CONTRIBUTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUCKNELL UNIVERSITY | |||||||
| 701 MOORE AVE | LEWISBURG | PA | 17837 | NONE | PC | GENERAL CHARITABLE | $25,000 |
| CHABAD HOUSE - LUBAVITCH INC | |||||||
| 226 SUSSEX AVENUE | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL CHARITABLE | $40,000 |
| CREATURE COMFORT PET THERAPY | |||||||
| PO BOX 872 | MORRIS PLAINS | NJ | 07950 | NONE | PC | GENERAL CHARITABLE | $3,000 |
| EMMANUEL CANCER FOUNDATION | |||||||
| 67 WALNUT AVE SUITE 107 | CLARK | NJ | 07066 | NONE | PC | GENERAL CHARITABLE | $200 |
| GALA FOR GOOD | |||||||
| 45 MAIN STREET SUITE 518 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL CHARITABLE | $15,000 |
| GILL ST BERNARD'S SCHOOL | |||||||
| SAINT BERNARDS ROAD | GLADSTONE | NJ | 07934 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| ICAHN SCHOOL OF MEDICINE | |||||||
| 1 GUSTAVE L LEVP PL | NEW YORK | NY | 10029 | NONE | PC | GENERAL CHARITABLE | $125,000 |
| ISRAEL SPORTS EXCHANGE | |||||||
| 4201 CHURCH RD | MT LAUREL | NJ | 08054 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PC | GENERAL CHARITABLE | $1,000 |
| MAYO PERFORMING ARTS | |||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| MT SINAI SCHOOL OF MEDICINE | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | GENERAL CHARITABLE | $50,000 |
| NYU FACES | |||||||
| 223 E 34TH STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| SAM MCGAHREN MEMORIAL FUND COMMUNITY FOUNDATION | |||||||
| 3833 CLEGHORN AVE STE 400 | NASHVILLE | TN | 37215 | NONE | PC | GENERAL CHARITABLE | $1,800 |
| SPECIAL OLYMPICS NEW JERSEY | |||||||
| 3 PRINCESS RD | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL CHARITABLE | $250 |
| SUMMIT MEDICAL GROUP FOUNDATION | |||||||
| 1 DIAMOND HILL ROAD | BERKELEY HEIGHTS | NJ | 07922 | NONE | PC | GENERAL CHARITABLE | $13,350 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 5TH AVE 42 | NEW YORK | NY | 10110 | NONE | PC | GENERAL CHARITABLE | $5,000 |
| ANNEX SPORTS PERFORMANCE CENTER | |||||||
| 100 PASSSAIC AVE | CHATHAM | NJ | 17928 | NONE | PC | GENERAL CHARITABLE | $250 |
| BERNARDSVILLE FIRE COMPANY | |||||||
| 118 MINE BROOK ROAD | BERNARDSVILLE | NJ | 07924 | NONE | PC | GENERAL CHARITABLE | $2,000 |
| CHILTON MEDICAL CENTER FOUNDATION | |||||||
| 242 WEST PARKWAY | POMPTON PLAINS | NJ | 07444 | NONE | PC | GENERAL CHARITABLE | $2,500 |
| MGFA (MYASTHENIA GRAVIS FOUNDATION OF AMERICA) | |||||||
| 355 LEXINGTON AVE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE | $3,000 |
| NATIONAL DANCE INSTITUTE | |||||||
| 217 W 147TH STREET | NEW YORK | NY | 10039 | NONE | PC | GENERAL CHARITABLE | $2,500 |
| OVERLOOK FOUNDATION | |||||||
| 36 UPPER OVERLOOK RD | SUMMIT | NJ | 07902 | NONE | PC | GENERAL CHARITABLE | $25,000 |
| THE 22 PROJECT | |||||||
| 4800 LINTON BLVD 503 | DELRAY BEACH | FL | 33445 | NONE | PC | GENERAL CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $357,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252,071 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,774 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $430,006 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $430,006 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN - 300-36000 EQ | $3,436,289 | $3,252,491 |
| MORGAN STANLEY | $275,000 | $262,008 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN 1007 | $275,474 | $303,615 |
| JP MORGAN 8009 | $431,939 | $516,148 |
| JP MORGAN 1003 | $210,291 | $225,557 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MACKAY | AT COST | $461,636 | $554,519 |
| THIRD POINT | AT COST | $1,134,884 | $1,143,910 |
| YORK | AT COST | $1,059,658 | $1,049,085 |
| GLENVIEW CAPITAL | AT COST | $1,205,071 | $905,945 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $11,614 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,614 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THIRD POINT | $331 | $331 | $331 |
| YORK | $6,528 | $6,528 | $6,528 |
| OTHER INCOME | $1,262 | $1,262 | $1,262 |
| MACKAY | $28,653 | $28,653 | $28,653 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOLDMAN SACHS PUTS | Desc |
| BOY Book Value | $3,502 | BOYBookValueAmt |
| EOY Book Value | $29,794 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $55,000 | Amt |
| Net Investment Income | $55,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $297 | Amt |
| Net Investment Income | $297 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments