HAROLD REICH GOLDMAN CHARITABLE TR: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HAROLD REICH GOLDMAN CHARITABLE TR (EIN 32-6093743)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201921309349102102
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-10T11:50:35-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222092948PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARCHER & GREINER PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE CENTENNIAL SQUAREAddressLine1Txt
CityHADDONFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP080330968ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN326093743EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HAROLD REICH GOLDMANNBusinessNameLine1Txt
Business Name Line2CHARITABLE TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGOLDBusinessNameControlTxt
Phone8567952121PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ARCHER GREINERONE CENTENNIAL SQAddressLine1Txt
CityHADDONFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP080330968ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANK R DEMMERLY JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8567952121PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK R DEMMERLY JRPreparerPersonNm
PTINP00640412PTIN
Phone8567952121PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.207.105.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm07:47:43IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA4F7E36AED80788F3F0914455BC43B7F52DAB8ECAtSubmissionCreationDeviceId
At Submission Filing Device Id30E344930406BD02B40869348CFBEE3BB669B98AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,467,129FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,575InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,575InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$117,057DividendsRevAndExpnssAmt
Dividends Net Invst Incm$111,975DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$182,805NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$294,398GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$182,805CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$305,437TotalRevAndExpnssAmt
Total Net Invst Incm$300,355TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$23,053LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$23,053LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$62,473OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$62,473OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,062TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,062TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$87,588TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,062TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$85,526TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$287,588TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,062TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$285,526TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,849ExcessRevenueOverExpensesAmt
Net Investment Income$298,293NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,660CashBOYAmt
Cash EOY$5,392CashEOYAmt
Cash EOYFMV$5,392CashEOYFMVAmt
Sav And Temp Cash Invst BOY$188,105SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,852SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,852SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$100,409USGovernmentObligationsBOYAmt
US Government Obligations EOY$100,409USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$111,445USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,030,794CorporateStockBOYAmt
Corporate Stock EOY$2,212,979CorporateStockEOYAmt
Corporate Stock EOYFMV$3,923,186CorporateStockEOYFMVAmt
Other Investments BOY$300,949OtherInvestmentsBOYAmt
Other Investments EOY$300,949OtherInvestmentsEOYAmt
Other Investments EOYFMV$403,254OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,625,917TotalAssetsBOYAmt
Total Assets EOY$2,643,581TotalAssetsEOYAmt
Total Assets EOYFMV$4,467,129TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,014,041CapitalStockBOYAmt
Capital Stock EOY$3,013,856CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$388,124RetainedEarningBOYAmt
Retained Earning EOY-$370,275RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,625,917TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,643,581TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,625,917TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,643,581TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,625,917TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,849ExcessRevenueOverExpensesAmt
Other Increases$120OtherIncreasesAmt
Subtotal$2,643,886SubtotalAmt
Other Decreases$305OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,643,581TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RESIDEO TECHNOLOGIES-CASH IN LIEUD2008-11-072018-10-29$7$2$5$5
1,800 PRAXAIR INCD2008-11-072018-10-31$294,210$111,591$182,619$182,619
CAPITAL GAINS DIVIDENDSP$181$181$181
FieldValueIRS element (for citing)
Capital Gain Net Income$182,805CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$279,652AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,748,098NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058898DistributionYr1Rt
Adjusted Qlfy Distri Yr2$264,492AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,344,483NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.060880DistributionYr2Rt
Adjusted Qlfy Distri Yr3$221,744AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,479,596NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049501DistributionYr3Rt
Adjusted Qlfy Distri Yr4$122,545AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,654,976NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.026326DistributionYr4Rt
Adjusted Qlfy Distri Yr5$115,636AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,869,437NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.029884DistributionYr5Rt
Total Distribution0.225489TotalDistributionRt
Average Distribution0.045098AverageDistributionRt
Net Vl Noncharitable Assets$5,048,396NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$227,673AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,983NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$230,656AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$285,526QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,983InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,983SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,983TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,240EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,240TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,743TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FRANK R DEMMERLY JR TRUSTEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8567952121PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ARCHER GREINER PC ONE CENTENNIALAddressLine1Txt
Address Line2SQUAREAddressLine2Txt
CityHADDONFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP080330968ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonFRANK R DEMMERLY JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE CENTENNIAL SQUAREAddressLine1Txt
CityHADDONFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08033ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,952,146AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$173,129AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,125,275TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,125,275AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$76,879CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,048,396NetVlNoncharitableAssetsAmt
Minimum Investment Return$252,420MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$252,420MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,983TaxBasedOnInvestmentIncomeAmt
Total Tax$2,983TotalTaxAmt
Distributable Before Adj$249,437DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$249,437DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$249,437DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$285,526ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$285,526QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,983PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$282,543AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$249,437DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$37,530ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$44,727ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$82,257TotalExcessDistributionCyovAmt
Qualifying Distributions$285,526QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$249,437AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,089RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$118,346TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$118,346ExcessDistriCyovToNextYrAmt
Excess From Year2$37,530ExcessFromYear2Amt
Excess From Year1$44,727ExcessFromYear1Amt
Excess From Current Year$36,089ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADATH ISRAEL CONGREGATION
1958 LAWRENCEVILLE ROADLAWRENCEVILLENJ08648NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$15,000
AMERICAN CANCER SOCIETY
PO BOX 720366OKLAHOMA CITYOK73172NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$5,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM
352 SEVENTH AVENUE SUITE 400NEW YORKNY10001NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$20,000
AMERICAN HEART ASSOCIATION
PO BOX 22249ST PETERSBURGFL33742NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$5,000
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$10,000
DOCTORS WITHOUT BORDERS USAINC
40 RECTOR STREET 16TH FLNEW YORKNY10006NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$10,000
HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA
40 WALL STREETNEW YORKNY10005NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$10,000
HARVARD UNIVERSITY
124 MT AUBURN STREETCAMBRIDGEMA02138NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$20,000
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$20,000
MAZON A JEWISH RESPONSE TO HUNGER
10850 WILSHRE BLVD SUITE 400LOS ANGELESCA90024NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$15,000
NAMI
3803 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$5,000
SIERRA CLUB
2101 WEBSTER STREET SUITE 1300OAKLANDCA94612NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$10,000
SIMON WIESENTHAL CENTER
1399 SOUTH ROXBURY DRIVELOS ANGELESCA90035NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$10,000
THE JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY10004NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$10,000
THE JEWISH PUBLICATION SOCIETY
2100 ARCH STREETPHILADELPHIAPA19103NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$5,000
UNITED JEWISH FEDERATION OF PRINCETON MERCER & BUCKS COUNTY
4 PRINCESS ROAD SUITE 211LAWRENCEVILLENJ08648NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$25,000
YIVO INSTITUTE FOR JEWISH RESEARCH
15 WEST 16TH STREETNEW YORKNY10011NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$200,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,575ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$117,057ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$182,805ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$305,437ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$305,437TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3PROVIDES FUNDS FOR SUCH PURPOSES
4PROVIDES FUNDS FOR SUCH PURPOSES
8PROVIDES FUNDS FOR SUCH PURPOSES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK$2,098,182$3,827,601
MUTUAL FUNDS$114,797$95,585

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$100,409StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$111,445StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER ASSETS/EXCHANGED TRADED FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$300,949BookValueAmt
EOYFMV$403,254EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryARCHER & GREINER PC-FEESCategoryTxt
Legal Fees$23,053LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$23,053DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO BASISDesc
Amt$305Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2017 TAX REFUNDDesc
Amt$120Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCHARLES SCHWAB-ADVISOR FEESCategoryTxt
Amt$62,473Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$62,473DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$1,971$1,971$0
ADR FEES$91$91$0

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