EDWARD L CROMAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD L CROMAN FOUNDATION (EIN 22-3044476)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-20
- IRS object ID
- 201901409349100020
- 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
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-20T11:26:17-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUMAN KRASNOFF LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EIGHTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 223044476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD L CROMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 9737364500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 PLEASANT VALLEY WAY | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD L CROMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9737364500 | PhoneNum |
| Signature | 2019-05-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN KRASNOFF | PreparerPersonNm |
| PTIN | P00446785 | PTIN |
| Phone | 2127601100 | PhoneNum |
| Preparation | 2019-05-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.91.122.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-20 | IPDt |
| IP Tm | 11:26:08 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DCAA280EEA0656C910143DC69180CDEAF3EA81A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 250DCED03608D18123422E1177D24AE6FF8C0205 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,354,507 | 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 | $39,055 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,055 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $184,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $39,023 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,055 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $224 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $18,364 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,364 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $470,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $470,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $488,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $470,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$449,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,691 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,500,690 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,043,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,043,635 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $5,096 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,872 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,872 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $297,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $306,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $306,000 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,803,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,354,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,354,507 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,803,386 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,354,507 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,803,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,354,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,803,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,354,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,803,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$449,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $986 | OtherIncreasesAmt |
| Subtotal | $1,354,507 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,354,507 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 25,000 FORD MOTOR CREDIT CO LLC 2.24% 6/15/18 DTD 6/16/2015 | P | 2017-03-08 | 2018-03-15 | $25,000 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 |
| 25,000 GENERAL MOTORS FINL CO 6.75% 6/1/18 DTD 12/1/2011 | P | 2017-03-02 | 2018-06-01 | $25,000 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 |
| 25,000 LOCKHEED MARTIN CORP 1.850% 11/23/2018 DTD 11/23/2015 | P | 2017-03-14 | 2018-11-23 | $25,000 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 |
| 25,000 PSEG POWER LLC 2.450% 11/15/2018 DTD 11/08/2013 | P | 2017-03-06 | 2018-11-15 | $25,000 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 |
| 25,000 ROGERS COMMUNICATION 6.8% AUG 15/2018 DTD 8/6/2008 | P | 2017-03-07 | 2018-04-13 | $25,385 | $0 | $25,417 | -$32 | $0 | $0 | $0 | -$32 |
| 25,000 SUNTRUST BANKS INC 2.350% 11/1/2018 DTD 10/25/2013 | P | 2017-03-03 | 2018-11-01 | $25,000 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 |
| 25,000 TIME WARNER CABLE INC 6 3/7% JUL 01 2018 DTD 6/19/2008 | P | 2017-02-23 | 2018-07-02 | $25,000 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 |
| 9,000 XEROX CORPORATION SR NOTES 6.35% MAY 15 2018 DTD 4/28/2008 | P | 2017-02-23 | 2018-05-15 | $9,000 | $0 | $9,000 | $0 | $0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $206,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,822,427 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113310 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,770 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,893,795 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.003047 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,931,811 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027177 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $375,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,973,119 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.190321 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $351,394 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,117,971 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.165911 | DistributionYr5Rt |
| Total Distribution | 0.499766 | TotalDistributionRt |
| Average Distribution | 0.099953 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,581,206 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $158,046 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $207 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $158,253 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $470,300 | 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 | $207 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $207 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $207 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,872 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,872 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,872 | OriginalReturnOverpaymentAmt |
| Overpayment | $4,665 | OverpaymentAmt |
| Applied To ES Tax | $4,665 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDWARD L CROMAN | IndividualWithBooksNm |
| Phone | 9737364500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 PLEASANT VALLEY WAY | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD L CROMAN | ||||||||
| 395 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID CROMAN | ||||||||
| 395 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEVEN CROMAN | ||||||||
| 395 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $305,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,299,479 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,605,285 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,605,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,581,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $207 | TotalTaxAmt |
| Distributable Before Adj | $78,853 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,853 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,853 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $470,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $470,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $207 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $470,093 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $246,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $277,138 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,770 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,603 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $697,434 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $470,300 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $391,447 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,088,881 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $246,423 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $842,458 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $277,138 | ExcessFromYear4Amt |
| Excess From Year3 | $52,500 | ExcessFromYear3Amt |
| Excess From Year2 | $5,770 | ExcessFromYear2Amt |
| Excess From Year1 | $115,603 | ExcessFromYear1Amt |
| Excess From Current Year | $391,447 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD L CROMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 395 PLEASANT VALLEY WAY | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9737364500 | RecipientPhoneNum |
| Form And Info And Materials | NAME, ADDRESS, EXEMPT STATUS, PURPOSE, DESCRIPTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHABAD LUBAVITCH OF CAMDEN COUNTY NJ | ||||||
| 1925 KRESSON ROAD | CHERRY HILL | NJ | 08003 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $133,000 |
| CHABAD OF MONTCLAIR | ||||||
| 9 CARRIAGE WAY | MONTCLAIR | NJ | 07042 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $1,800 |
| PEOPLE FOR ANIMALS INC | ||||||
| 401 HILLSIDE AVENUE | HILLSIDE | NJ | 07205 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $10,000 |
| YESHIVA VIZNITZ | ||||||
| 1 SCHOOL TER | MONSEY | NY | 10952 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $3,000 |
| PEF ISRAEL | ||||||
| 317 MADISON AVENUE SUITE 607 | NEW YORK | NY | 10017 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $9,000 |
| AMERICAN FRIENDS OF BEL EL YESHIVA CENTER | ||||||
| 68-27 JUNO STREET | FOREST HILLS | NY | 11375 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $37,500 |
| CHABAD CTR FOR JEWISH LEARNING & LIVING | ||||||
| 3977 HUNT ROAD | CINCINNATI | OH | 45236 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $121,000 |
| CHABAD OF GREATER DAYTON | ||||||
| 2001 FAR HILLS AVE | DAYTON | OH | 45419 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $121,000 |
| OHR YAAKOV OF AMERICA | ||||||
| PO BOX 618 | MONSEY | NY | 10952 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $6,000 |
| CONGREGATION YESODE HATORAH | ||||||
| 131 LEE AVENUE | BROOKLYN | NY | 11211 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $5,000 |
| CONGREGATION KHAL TORATH CHAIM INC | ||||||
| 25 PHYLLIS TERRACE | MONSEY | NY | 10952 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $5,000 |
| CHABAD OF GREATER SOMERSET COUNTY | ||||||
| 3048 VALLEY ROAD | BASKING RIDGE | NJ | 07920 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $12,000 |
| EZER HALBOSHO | ||||||
| 1507 LEXINGTON AVENUE | LAKEWOOD | NJ | 08701 | PC | TO SUPPORT STATEDCHARITABLE GOALS | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $470,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,023 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,023 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 25,000 FORD MOTOR CREDIT CO LLC 2.240% 6/15/2018 DTD 6/16/2015 | 2017-03 | Purchased | 2018-06 | $25,000 | $25,000 | $0 |
| 25,000 GENERAL MOTORS FINL CO 6.75% 6/1/18 DTD 12/1/2011 | 2017-06 | Purchased | 2018-06 | $25,000 | $25,000 | $0 |
| 25,000 LOCKHEED MARTIN CORP 1.850% 11/23/2018 DTD 11/23/2015 | 2017-03 | Purchased | 2018-11 | $25,000 | $25,000 | $0 |
| 25,0000 PSEG POWER LLC 2.450% 11/15/2018 DTD 11/08/2013 | 2017-03 | Purchased | 2018-11 | $25,000 | $25,000 | $0 |
| 25,0000 ROGERS COMMUNICATION 6.8% AUG 15 2018 DTD 8/6/2008 | 2017-03 | Purchased | 2018-04 | $25,385 | $25,417 | -$32 |
| 25,000 SUNTRUST BANKS INC 2.350% 11/1/2018 DTD 10/25/13 | 2017-03 | Purchased | 2018-11 | $25,000 | $25,000 | $0 |
| 25,000 TIME WARNER CABLE INC 6 3/4% JUL 01 2018 DTD 06/19/2008 | 2017-02 | Purchased | 2018-07 | $25,000 | $25,000 | $0 |
| 9,000 XEROX CORPORATION SR NOTES 6.35% MAY 15/2018 | 2017-02 | Purchased | 2018-05 | $9,000 | $9,000 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCRUED INTEREST | $2,042 | $2,042 |
| BOND PREMIUM AMORTIZATION | $12,348 | $12,348 |
| INVESTMENT MANAGEMENT FEES | $3,974 | $3,974 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $986 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $224 | Amt |
Comments