TIA CHARITABLE TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TIA CHARITABLE TR (EIN 47-6743238)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-31
- IRS object ID
- 201921519349100002
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-31T06:41:02-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476743238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIAC | BusinessNameControlTxt |
| Phone | 7325749000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ISAAC ASHKENAZI | PersonNm |
| Person Title | ISAAC ASHKENAZI | PersonTitleTxt |
| Phone | 7325749000 | PhoneNum |
| Signature | 2019-05-06 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.207.194.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-31 | IPDt |
| IP Tm | 06:40:58 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A26590D7238F2988CC4AEDE38F415C58E62F8F21 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A26590D7238F2988CC4AEDE38F415C58E62F8F21 | 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 | $14,232,910 | 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 | $371,087 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $352,496 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $352,496 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $352,496 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,267,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,133,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,273,036 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $4,105 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,105 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,105 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,995,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,629,637 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $356,601 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $33,681 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $33,681 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $33,681 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $7,936 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,936 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $7,936 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $41,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $41,617 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $520,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $520,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $561,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $41,617 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $520,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,433,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,588,020 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $314,984 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,012 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $10,508,098 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,437,373 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,232,910 | 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 | $10,516,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,437,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,232,910 | 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 | $10,516,110 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,437,373 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,516,110 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,437,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,516,110 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,437,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,516,110 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,433,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,926 | OtherIncreasesAmt |
| Subtotal | $12,973,857 | SubtotalAmt |
| Other Decreases | $1,536,484 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,437,373 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Apple | D | 2001-01-01 | 2018-09-05 | $2,172,581 | $0 | $142,076 | $2,030,505 | $0 | $0 | $0 | $2,030,505 |
| EQUINOR ASA (name chng frm Statoil ASA) | P | 2015-03-16 | 2018-12-17 | $43,792 | $0 | $36,030 | $7,762 | $0 | $0 | $0 | $7,762 |
| Freeport-Mcmoran Inc | P | 2015-08-12 | 2018-12-19 | $26,642 | $0 | $18,635 | $8,007 | $0 | $0 | $0 | $8,007 |
| General Electric | P | 2018-07-03 | 2018-12-17 | $53,713 | $0 | $100,343 | -$46,630 | $0 | $0 | $0 | -$46,630 |
| Goldman Sachs | P | 2018-10-08 | 2018-12-17 | $37,688 | $0 | $50,115 | -$12,427 | $0 | $0 | $0 | -$12,427 |
| Intl Business Machines | P | 2018-06-26 | 2018-12-17 | $80,238 | $0 | $99,999 | -$19,761 | $0 | $0 | $0 | -$19,761 |
| Ishares INTL Select Div ETF | P | 2015-09-28 | 2018-12-17 | $29,243 | $0 | $28,010 | $1,233 | $0 | $0 | $0 | $1,233 |
| Ishares Trust EAFE Value ETF | P | 2018-07-11 | 2018-12-17 | $46,149 | $0 | $51,000 | -$4,851 | $0 | $0 | $0 | -$4,851 |
| Johnson & Johnson | P | 2018-06-26 | 2018-12-17 | $53,114 | $0 | $50,048 | $3,066 | $0 | $0 | $0 | $3,066 |
| Merck & Co | P | 2018-04-05 | 2018-12-17 | $19,571 | $0 | $13,847 | $5,724 | $0 | $0 | $0 | $5,724 |
| Nike | D | 2015-12-28 | 2018-12-20 | $319,924 | $0 | $21,885 | $298,039 | $0 | $0 | $0 | $298,039 |
| Proctor & gamble | P | 2018-04-03 | 2018-12-17 | $36,919 | $0 | $30,957 | $5,962 | $0 | $0 | $0 | $5,962 |
| The Travelers Companies | P | 2018-10-08 | 2018-12-17 | $46,192 | $0 | $50,107 | -$3,915 | $0 | $0 | $0 | -$3,915 |
| Walt Disney | P | 2018-04-03 | 2018-12-17 | $56,132 | $0 | $50,073 | $6,059 | $0 | $0 | $0 | $6,059 |
| Williams Company | P | 2015-03-16 | 2018-12-17 | $16,729 | $0 | $22,466 | -$5,737 | $0 | $0 | $0 | -$5,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,273,036 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$66,773 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $976,019 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,724,738 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066284 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $494,131 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,378,615 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052687 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,570,628 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.118971 | TotalDistributionRt |
| Average Distribution | 0.039657 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,517,432 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $655,032 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,880 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $680,912 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $520,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,760 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,760 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,760 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,984 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $73,984 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$73,984 | OriginalReturnOverpaymentAmt |
| Overpayment | $22,224 | OverpaymentAmt |
| Applied To ES Tax | $22,224 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ISAAC ASHKENAZI | IndividualWithBooksNm |
| Phone | 7325749000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ISAAC ASHKENAZI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,768,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,768,966 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $16,768,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $251,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,517,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $825,872 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $825,872 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,760 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,760 | TotalTaxAmt |
| Distributable Before Adj | $774,112 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $774,112 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $774,112 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $520,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $520,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $520,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $774,112 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $520,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $520,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $520,000 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $774,112 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $520,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $520,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ISAAC ASHKENAZI | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ISAAC ASHKENAZI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7325749000 | RecipientPhoneNum |
| Form And Info And Materials | NO RESTRICTIONS ON FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO ORGANIZATIONS WHICH QUALIFY UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE AND TO INDIGENT INDIVIDUALS WHOSE NEED CAN BE SUBSTANTIATED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNAL FUND | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | NFP | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | AID IN CARRYINGOUT EXEMPTFUNCTION | GrantOrContributionPurposeTxt |
| Amt | $520,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $520,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,267,750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,267,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,267,750 | 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 (16 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| Apple Computer | $2,172,581 | $142,076 | $2,030,505 |
| Equinor ASA | $43,792 | $36,030 | $7,762 |
| Freeport-Mcmoran INc | $26,642 | $18,635 | $8,007 |
| General Electric | $53,713 | $100,343 | -$46,630 |
| Goldman Sachs Group Inc | $37,688 | $50,115 | -$12,427 |
| Intl Business Machines | $80,238 | $99,999 | -$19,761 |
| Ishares INTL Select Div ETF | $29,243 | $28,010 | $1,233 |
| Ishares Trust EAFE Value ETF | $46,149 | $51,000 | -$4,851 |
| Johnson & Johnson | $53,114 | $50,048 | $3,066 |
| Merck & Co | $19,571 | $13,847 | $5,724 |
| Nike | $319,924 | $21,885 | $298,039 |
| Proctor & gamble | $36,919 | $30,957 | $5,962 |
| The Travelers Companies | $46,192 | $50,107 | -$3,915 |
| Walt Disney | $56,132 | $50,073 | $6,059 |
| Williams Company | $16,729 | $22,466 | -$5,737 |
| 3M Co | $94,878 | $100,164 | -$5,286 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD Ameritrade Account 8998 | StockNm |
| EOY Book Value | $11,437,373 | EOYBookValueAmt |
| EOYFMV | $14,232,910 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX ADJUSTMENT ON CAPITAL GAINS | $1,490,660 |
| INCOME FROM PARTNERSHIPS | $3,609 |
| FEDERAL TAX PAID | $42,215 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SUBSTITUE PAYMENT IN LIEU | $3,685 | $3,685 | $3,685 |
| TAXABLE INCOME FROM PARTNERSHIPS | |||
| LTCG DISTRIBUTIONS | $420 | $420 | $420 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP DISTRIBUTIONS | $22,036 |
| RETURN OF CAPITAL | $1,890 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $7,551 | $7,551 | $7,551 |
| INVESTMENT EXP | $385 | $385 | $385 |
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