GARY AIDEKMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GARY AIDEKMAN FAMILY FOUNDATION INC (EIN 20-3928499)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201943169349101119
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T11:10:01-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812950760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 VALLEY ROAD | AddressLine1Txt |
| City | CLIFTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07013 | 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 | 203928499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY AIDEKMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AIDE | BusinessNameControlTxt |
| Phone | 9737019800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 383 MAIN STREET NO 203 | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY AIDEKMAN | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 9737019800 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STUART M BERGER | PreparerPersonNm |
| PTIN | P00048855 | PTIN |
| Phone | 9734726250 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.251.63.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 11:41:49 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 39551A232F247C5C890851AEEDFA8CFF7B986BEC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,728,913 | 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 | $302 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $302 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $174,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,177 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,386 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,386 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $79,749 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,499 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,059 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $685 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,386 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,026 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,696 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,454 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $407 | CashBOYAmt |
| Cash EOY | $654 | CashEOYAmt |
| Cash EOYFMV | $654 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,031 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,367 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,367 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $509,613 | CorporateStockBOYAmt |
| Corporate Stock EOY | $435,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,136,314 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,660,968 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,634,390 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,580,578 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,176,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,082,323 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,728,913 | 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 | $2,176,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,082,323 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,176,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,082,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,176,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,082,323 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,176,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,696 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,082,323 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,082,323 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,000 SHRS JEFFERIES FINL GROUP INC | D | 1990-04-30 | 2018-12-06 | $58,114 | $2,871 | $55,243 | $55,243 |
| 405.022 SHARES OF VANGUARD INFLATION-PROTECTION | P | 2006-01-10 | 2018-12-17 | $10,000 | $9,712 | $288 | $288 |
| 272.3060 SHARES OF VANGUARD REAL ESTATE INDEX | P | 2009-01-16 | 2018-02-01 | $30,000 | $20,379 | $9,621 | $9,621 |
| 3,093.43 SHARES VANGUARD SHORT-TERM FEDERAL FUND | P | 2007-06-15 | 2018-12-17 | $32,500 | $32,646 | -$146 | -$146 |
| 1,455.7040 SHARES VANGUARD TOTAL INTERNATIONAL STOCK | P | 2006-05-11 | 2018-12-17 | $43,800 | $40,629 | $3,171 | $3,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,177 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,108,407 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046969 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,967,265 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051226 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $150,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,065,448 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048932 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $141,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,054,934 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046155 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,865,326 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046766 | DistributionYr5Rt |
| Total Distribution | 0.240048 | TotalDistributionRt |
| Average Distribution | 0.048010 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,763,349 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $132,668 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,335 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $134,003 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $152,026 | 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 | $1,335 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,335 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,335 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Overpayment | $325 | OverpaymentAmt |
| Applied To ES Tax | $325 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | ORGANIZATION | IndividualWithBooksNm |
| Phone | 9737019800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 383 MAIN STREET | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| GARY AIDEKMAN | ||||||||
| 383 MAIN STREET | CHATHAM | NJ | 07928 | PRESIDENT & TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN AIDEKMAN | ||||||||
| 383 MAIN STREET | CHATHAM | NJ | 07928 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SAGE AIDEKMAN | ||||||||
| 383 MAIN STREET | CHATHAM | NJ | 07928 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANA AIDEKMAN | ||||||||
| 383 MAIN STREET | CHATHAM | NJ | 07928 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALIX AIDEKMAN | ||||||||
| 383 MAIN STREET | CHATHAM | NJ | 07928 | TRUSTEE | 1.00 | $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 | $2,355,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $439,113 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,805,430 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,805,430 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,763,349 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,335 | TotalTaxAmt |
| Distributable Before Adj | $136,832 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $136,832 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $136,832 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,026 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $152,026 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,335 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $150,691 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,832 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $150,097 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $152,026 | QualifyingDistributionsAmt |
| Applied To Year1 | $150,097 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,929 | 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 | $134,903 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY HARVEST | |||||||
| 6 E 32ND STREET | NEW YORK | NY | 10016 | NONE | CHARITY | CHARITABLE PURPOSES | $15,000 |
| JEWISH FEDERATION OF GREATER METROWEST | |||||||
| 901 NJ-10 | WHIPPANY | NJ | 07981 | NONE | CHARITY | CHARITABLE PURPOSES | $27,000 |
| RUTGERS HILLEL CORPORATION | |||||||
| 70 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | NONE | CHARITY | CHARITABLE PURPOSES | $15,000 |
| MEMORIAL FOUNDATION FOR JEWISH CULTURE FELLOWSHIPS | |||||||
| 50 BROADWAY 34TH FL | NEW YORK | NY | 10004 | NONE | CHARITY | CHARITABLE PURPOSES | $15,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | NONE | CHARITY | CHARITABLE PURPOSES | $40,000 |
| ITREK INC | |||||||
| PO BOX 58572 | RALEIGH | NC | 27658 | NONE | CHARITY | CHARITABLE PURPOSES | $15,000 |
| JEWISH SERVICE FOR THE DEVELOPMENTALLY DISABLED OF METROWEST INC | |||||||
| 270 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | NONE | CHARITY | CHARITABLE PURPOSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,000 | 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 | $302 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,634 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 24 | ExclusionCd |
| Exclusion | $26,386 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,573 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,749 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,749 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $109,850 | $306,000 |
| BROOKFIELD ASSET MGT | $86,208 | $233,552 |
| BROOKFIELD BUSINESS PARTNERS | $2,583 | $3,677 |
| BROOKFIELD INFRASTRUCTURE | $3,014 | $8,391 |
| BROOKFIELD PROPERTY PTRS | $4,945 | $3,756 |
| CRIMSON WINE | $2,474 | $2,676 |
| DISNEY | $21,562 | $98,685 |
| INGREDION (FKA CORN PRODUCTS) | $14,526 | $54,840 |
| JEFFERIES FINL GROUP (FORMERLY LEUCADIA) | $10,405 | $7,361 |
| MINERAL TECHNOLOGIES | $36,595 | $66,742 |
| ONEX | $60,127 | $198,724 |
| PEPSICO | $83,623 | $151,910 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SANDALWOOD OVERSEAS FUND | AT COST | $459,003 | $362,528 |
| VANGUARD INTER-TERM FUND | AT COST | $108,455 | $102,404 |
| VANGUARD REIT INDEX | AT COST | $201,626 | $280,162 |
| VANGUARD SHORT TERM FEDERAL | AT COST | $213,549 | $213,624 |
| VANGUARD TOTAL INFLATION PROT | AT COST | $239,958 | $239,207 |
| VANGUARD TOTAL INT'L STOCK | AT COST | $411,799 | $382,653 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $16,155 | $16,155 | $0 | $0 |
| BANK FEES | $30 | $30 | $0 | $0 |
| K-1 BROOKFIELD BUSINESS PARTNERS | $0 | $0 | $0 | $0 |
| K-1 BROOKFIELD INFRASTRUCTURE PARTNERS LP | $121 | $121 | $0 | $0 |
| K-1 BROOKFIELD PROPERTY PARTNERS LP | $54 | $54 | $0 | $0 |
| ANNUAL FILING FEE | $26 | $0 | $0 | $26 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROOKFIELD INFRASTRUCTURE INVESTMENT INC | $2 | $2 |
| MISC INCOME | $209 | $209 |
| SANDALWOOD | $26,163 | $26,163 |
| BROOKFIELD PROPERTY PARTNERS-PFIC INCOME | $12 | $12 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $685 | $685 | $0 | $0 |
| FEDERAL TAX | $4,374 | $0 | $0 | $0 |
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