THE CHARLES & LYNN KRAMER FAMILY: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE CHARLES & LYNN KRAMER FAMILY (EIN 22-3140331)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-12
IRS object ID
201922249349100217
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)
Return2019-08-12T14:44:46-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222097516PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAPALDI REYNOLDS & PELOSI PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1332 TILTON ROADAddressLine1Txt
CityNORTHFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08225ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223140331EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHARLES & LYNN KRAMER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone6098224636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 SOUTH SECOND ROAD PO BOX 470AddressLine1Txt
CityHAMMONTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES W KRAMERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6098224636PhoneNum
Signature2019-07-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARRY HOROWITZPreparerPersonNm
PTINP01250816PTIN
Phone6096414000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.239.49.180IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-12IPDt
IP Tm11:26:05IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEF1A57EABB70EFB3D85D332F0978CB1C5485A237AtSubmissionCreationDeviceId
At Submission Filing Device Id8994208E5F7DF7F71420EE0F4D7D55F3DCEBBFE8AtSubmissionFilingDeviceId
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$2,214,592FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$62,264DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,862DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$85,838NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$359,917GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$85,838CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$57OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$57OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$148,159TotalRevAndExpnssAmt
Total Net Invst Incm$147,757TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,196TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,196TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$18,573OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,573OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,769TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,769TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,525ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,525ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$140,294TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,769TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$120,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,865ExcessRevenueOverExpensesAmt
Net Investment Income$127,988NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$120,606SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$113,154SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$113,154SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,321,463CorporateStockBOYAmt
Corporate Stock EOY$1,215,781CorporateStockEOYAmt
Corporate Stock EOYFMV$1,215,781CorporateStockEOYFMVAmt
Corporate Bonds BOY$833,946CorporateBondsBOYAmt
Corporate Bonds EOY$885,657CorporateBondsEOYAmt
Corporate Bonds EOYFMV$885,657CorporateBondsEOYFMVAmt
Other Investments BOY$133,554OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,409,569TotalAssetsBOYAmt
Total Assets EOY$2,214,592TotalAssetsEOYAmt
Total Assets EOYFMV$2,214,592TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,409,569RetainedEarningBOYAmt
Retained Earning EOY$2,214,592RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,409,569TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,214,592TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,409,569TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,214,592TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,409,569TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,865ExcessRevenueOverExpensesAmt
Other Increases$2,169OtherIncreasesAmt
Subtotal$2,419,603SubtotalAmt
Other Decreases$205,011OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,214,592TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHSP$349,857$274,079$75,778$75,778
CAPITAL GAINS DIVIDENDSP$10,060$10,060$10,060
FieldValueIRS element (for citing)
Capital Gain Net Income$85,838CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$120,962AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,315,326NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052244DistributionYr1Rt
Adjusted Qlfy Distri Yr2$116,082AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,243,693NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051737DistributionYr2Rt
Adjusted Qlfy Distri Yr3$119,902AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,329,499NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051471DistributionYr3Rt
Adjusted Qlfy Distri Yr4$119,305AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,438,036NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048935DistributionYr4Rt
Adjusted Qlfy Distri Yr5$115,043AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,350,375NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048947DistributionYr5Rt
Total Distribution0.253334TotalDistributionRt
Average Distribution0.050667AverageDistributionRt
Net Vl Noncharitable Assets$2,277,399NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$115,389AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,280NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$116,669AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$120,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,280InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,280SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,280TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,301EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,301TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,021OverpaymentAmt
Applied To ES Tax$1,021AppliedToESTaxAmt
Refund$0RefundAmt

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 Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLYNN P KRAMERIndividualWithBooksNm
Phone6098224636PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1126 VIA FLORENZAAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33418ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES W KRAMER
126 VIA FLORENZAPALM BEACH GARDENSFL33418PRESIDENT0.00$0$0$0
LYNN P KRAMER
126 VIA FLORENZAPALM BEACH GARDENSFL33418VICE PRESIDENT0.00$0$0$0
ROBERT E SALAD ESQUIRE
1125 ATLANTIC AVENUEATLANTIC CITYNJ08401TRUSTEE0.00$0$0$0
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$2,195,201AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$116,879AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,312,080TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,312,080AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,681CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,277,399NetVlNoncharitableAssetsAmt
Minimum Investment Return$113,870MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$113,870MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,280TaxBasedOnInvestmentIncomeAmt
Total Tax$1,280TotalTaxAmt
Distributable Before Adj$112,590DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$112,590DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$112,590DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$120,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$120,525QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,280PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$119,245AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$112,590DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$673ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,663ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,683ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,522ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,541TotalExcessDistributionCyovAmt
Qualifying Distributions$120,525QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$112,590AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,935RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$27,476TotalCorpusAmt
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$27,476ExcessDistriCyovToNextYrAmt
Excess From Year4$673ExcessFromYear4Amt
Excess From Year3$6,663ExcessFromYear3Amt
Excess From Year2$4,683ExcessFromYear2Amt
Excess From Year1$7,522ExcessFromYear1Amt
Excess From Current Year$7,935ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES W KRAMERContributingManagerNm
Contributing ManagerLYNN P KRAMERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AJC PALM BEACH COUNTY
497 CAPISTRANO DRPALM BEACH GARDENSFL33410NONEPCUNRESTRICTEDUNRESTRICTED$1,250
ALPERT JEWISH FAMILY & CHILDREN'S SERVICES
5841 CORPORATE WAY SUITE 200WEST PALM BEACHFL33422NONEPCUNRESTRICTED$1,000
AMERICAN JEWISH HISTORICAL MUSEUM
101 SOUTH INDEPENDENCE MALL EASTPHILADELPHIAPA19106NONEPCUNRESTRICTEDUNRESTRICTED$1,000
ANTI-DEFAMATION LEAGUE PHILASOUTH JERSEY REGION
1500 MARKET STREETPHILADELPHIAPA19102NONEPCUNRESTRICTED$2,500
ATLANTICARE FOUNDATION INC
2500 ENGLISH CREEK AVENUEEGG HARBOR TOWNSHIPNJ08234NONEPCUNRESTRICTEDUNRESTRICTED$10,000
CAMERA INC
PO BOX 35040BOSTONMA02135NONEPCUNRESTRICTED$1,500
CASA ATLANTIC COUNTY
321 SHORE ROADSOMERS POINTNJ08244NONEPCUNRESTRICTEDUNRESTRICTED$1,000
CHABAD OF PALM BEACH GARDENS
11701 LAKE VICTORIA GARDENSPALM BEACHFL33410NONEPCUNRESTRICTED$600
COMMUNITY FOOD BANK OF NEW JERSEY SOUTHERN BRANCH
6735 BLACKHORSE PIKEEGG HARBOR TOWNSHIPNJ08234NONEPCUNRESTRICTED$5,000
EAGLE THEATER INC
208 VINE STREETHAMMONTONNJ08037NONEPCUNRESTRICTED$500
GESHER SOLOMON SCHECTER DAY SCHOOL METROPOLITAN CHICAGO
3210 DUNDEE RD MAXINE COHEN MEMNORTHBROOKIL60062NONEPCUNRESTRICTED$1,200CIRCLE
GILDA'S CLUB SOUTH JERSEY
700 NEW ROADLINWOODNJ08221NONEPCUNRESTRICTED$2,500
GOOD PEOPLE'S FUND FPF ISRAEL
384 WYOMING AVENUEMILLBURNNJ07041NONEPCUNRESTRICTED$1,500
GUGGENHEIM MUSEUM FOUNDATION
1071 FIFTH AVENUENEW YORKNY10128NONEPCUNRESTRICTEDUNRESTRICTED$1,750
HANSEN HOUSE
411 ALOE STREETEGG HARBOR TOWNSHIPNJ08234NONEPCUNRESTRICTED$500
JEWISH COMMUNITY CENTER
501 N JEROME AVENUEMARGATENJ08402NONEPCUNRESTRICTED$10,000
JEWISH FAMILY SERVICE
607 N JEROME AVENUEMARGATENJ08402NONEPCUNRESTRICTED$2,500
JEWISH FEDERATION OF ATLANTIC & CAPE MAY CNTYS
501 N JEROME AVEMARGATENJ08402NONEPCUNRESTRICTEDUNRESTRICTED$10,000
JEWISH FEDERATION OF PALM BEACH
1 HARVARD CIRCLE STE 100WEST PALM BEACHFL33409NONEPCUNRESTRICTED$2,500
JEWISH MUSEUM NYC
1109 5TH AVENEW YORKNY10128NONEPCUNRESTRICTED$1,000
JEWISH NATIONAL FUND
42 E 69TH STREETNEW YORKNY10021NONEPCUNRESTRICTED$12,500
KRAVIS CENTER
505 S FLAGER DRIVE STE 900WEST PALM BEACHFL33401NONEPCUNRESTRICTED$500
LIONS GATE CONTINUING CARE
1110 LAUREL OAK ROADVOORHEESNJ08043NONEPCUNRESTRICTED$1,000
METROPOLITAN MUSEUM OF ART
1000 5TH STREETNEW YORKNY10021NONEPCUNRESTRICTED$1,500
METROPOLITAN OPERA GUILD
70 LINCOLN CENTER PLAZA 6TH FLRNEW YORKNY10023NONEPCUNRESTRICTED$850
MICHAEL J NEUSTADTER PANCREATIC RESEARCH
PO BOX 2165MARGATENJ08402NONEPCUNRESTRICTED$1,000
MIRASOL FOUNDATION
11600 MIRASOL WAYPALM BEACH GARDENSFL33418NONEPCUNRESTRICTED$1,000
MUSEUM OF MODERN ART
11 W 53RD STREETNEW YORKNY10019NONEPCUNRESTRICTED$1,200
NEW YORK PHILHARMONIC
10 LINCOLN CENTERNEW YORKNY10023NONEPCUNRESTRICTED$750
PALM BEACH DRAMAWORKS
201 CLEMATIS STWEST PALM BEACHFL33401NONEPCUNRESTICTED$500
PALM BEACH OPERA
1800 S AUSTRALIAN AVENUEWEST PALM BEACHFL33409NONEPCUNRESTRICTED$1,000
PALM BEACH SYNAGOGUE
120 NORTH COUNTY ROADPALM BEACHFL33480NONEPCUNRESTRICTED$1,025
PENN FUND
3451 WALNUT STREETPHILADELPHIAPA19104NONEPCUNRESTRICTED$5,000
SCHULTZ-HILL FOUNDATION
1616 PACIFIC AVEATLANTIC CITYNJ08401NONEPCUNRESTRICTED$1,000
SHIRAT HAYAM CONGREGATION (BETH JUDAH & EMETH SHALOM)
700 N SWARTHMORE AVENUEVENTNORNJ08406NONEPCUNRESTRICTED$18,300
STOCKTON UNIVERSITY FOUNDATION
101 VERA KING FARRIS DRIVEGALLOWAY TWPNJ08205NONEPCUNRESTRICTED$3,000
TEAMWORK USA EDUCATIONAL FOUNDATION
132 LAKESHORE DRIVEN PALM BEACHFL33408NONEPCUNRESTRICTED$4,000
TEMPLE BETH SHALOM
1901 KRESSON ROADCHERRY HILLNJ08003NONEPCUNRESTRICTED$3,600
UJA FEDERATION NY
130 EAST 59TH STREETNEW YORKNY10022NONEPCUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,525TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,264ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$85,838ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$148,159ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$148,159TotalIncomeProducingActyAmt

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

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIREDExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$885,657EOYBookValueAmt
EOYFMV$885,657EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,215,781EOYBookValueAmt
EOYFMV$1,215,781EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$205,011Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$18,445$18,445$0
ADMINISTRATIVE EXPENSES$128$128$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescDEFERRED REVENUEDesc
Revenue And Expenses Per Books$57RevenueAndExpensesPerBooksAmt
Net Investment Income$57NetInvestmentIncomeAmt
Adjusted Net Income$57AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescSECURITIES COST BASIS ADJUSTMENTDesc
Amt$2,169Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$1,196Amt
Net Investment Income$1,196NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.