TABAK FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TABAK FAMILY FOUNDATION INC (EIN 22-3480463)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-11
- IRS object ID
- 201931929349100418
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-11T14:13:39-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKIN & GUTTENPLAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 TICES LANE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | 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 | 223480463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TABAK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILKIN & GUTTENPLAN PC | InCareOfNm |
| Business Name Control | TABA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WEST 21ST STREET APT 18D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY TABAK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5617328802 | PhoneNum |
| Signature | 2019-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LOVERDE CPA | PreparerPersonNm |
| PTIN | P00099532 | PTIN |
| Phone | 7328463000 | PhoneNum |
| Preparation | 2019-07-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.78.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22036720191925000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-07-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E811B2981B7BAF94464FE1E9F9D530D2F6B0CD69 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AFDA6F1E84EF988556C06C7289E2A26A67FD796E | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $852,508 | 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 | $4,150 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,216 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,901 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,117 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $205 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,859 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,859 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,762 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $581,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $543,490 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $543,490 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $143,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $140,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $149,150 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $129,336 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $133,206 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $128,431 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $35,957 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,742 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,437 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $890,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $852,472 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $852,508 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $890,431 | RetainedEarningBOYAmt |
| Retained Earning EOY | $852,472 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $890,431 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $852,472 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $890,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $852,472 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $890,431 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,947 | ExcessRevenueOverExpensesAmt |
| Subtotal | $854,484 | SubtotalAmt |
| Other Decreases | $2,012 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $852,472 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH#2138 - AVESIS EXCHANGE | 2016-02-02 | 2018-10-22 | $466 | $0 | $466 | $466 | |
| CAPITAL GAIN DIVIDENDS | $3,435 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,901 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $647,566 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080918 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $269,270 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.142422 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,648 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $157,758 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.219628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,736 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $149,724 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.232 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,532 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $94,031 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.67565 | DistributionYr5Rt |
| Total Distribution | 1.350618 | TotalDistributionRt |
| Average Distribution | 0.270124 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $875,698 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $236,547 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $138 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $236,685 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,859 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $275 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $275 | SubtotalAmt |
| Tax Based On Investment Income | $275 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,725 | OverpaymentAmt |
| Applied To ES Tax | $1,725 | 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 |
| Org Report Or Register State | NJ | 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKIN & GUTTENPLAN PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7328463000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 TICES LANE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY TABAK | ||||||||
| 1100 PARK AVENUE APT 12B | NEW YORK | NY | 101281202 | SEC/TREAS | 0 | $0 | $0 | $0 |
| STEVEN TABAK | ||||||||
| 7 WEST 21ST STREET APT 18D | NEW YORK | NY | 100107023 | TRUSTEE | 0 | $0 | $0 | $0 |
| BRADLEY TABAK | ||||||||
| 233 EAST 69TH STREET APT 11B | NEW YORK | NY | 10021 | TRUSTEE | 0 | $0 | $0 | $0 |
| MAX TABAK | ||||||||
| 300 E 34TH ST | NEW YORK | NY | 10016 | TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $326,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $562,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $889,034 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $889,034 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,336 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $875,698 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,785 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,785 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $275 | TotalTaxAmt |
| Distributable Before Adj | $43,510 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,510 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,510 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,859 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $53,859 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $53,859 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,510 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,748 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,222 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,804 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,321 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,232 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,859 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $43,510 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,349 | RemainingDistriFromCorpusAmt |
| Total Corpus | $171,676 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $59,748 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $111,928 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,222 | ExcessFromYear4Amt |
| Excess From Year3 | $26,804 | ExcessFromYear3Amt |
| Excess From Year2 | $25,321 | ExcessFromYear2Amt |
| Excess From Year1 | $21,232 | ExcessFromYear1Amt |
| Excess From Current Year | $10,349 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH TABAK | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TEMPLE EMANU-EL CENTER FOR JEWISH LEARNING | |||||||||||||
| 756 EAST BROAD STREET | WESTFIELD | NJ | 07090 | NONE | PC | GENERAL SUPPORT | $1,800 | ||||||
| RODEPH SHOLOM | |||||||||||||
| 7 WEST 83RD STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $3,600 | ||||||
| SYRACUSE UNIVERSITY FALK | |||||||||||||
| 820 COMSTOCK AVE | SYRACUSE | NY | 13244 | NONE | PC | GENERAL SUPPORT | $4,000 | ||||||
| THE MUSEUM OF JEWISH HERITAGE | |||||||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | GENERAL SUPPORT | $14,180 | ||||||
| UJA - FEDERATION OF NEW YORK | |||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||||
| NEW YORK PRESBYTERIAN OFFICE OF DEVELOPMENT | |||||||||||||
| 525 EAST 68TH ST BOX 123 | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| AUXILIARY OF LENOX HILL HOSPITAL | |||||||||||||
| 2000 MARCUS AVE | NEW HYDE PARK | NY | 11042 | NONE | PC | GENERAL SUPPORT | $600 | ||||||
| CAMBODIAN AMERICAN FOUNDATION FOR EDUCATION | |||||||||||||
| 788 LEXINGTON AVE STE 2 | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||||
| CHABAD LUBAVITCH OF HOBOKEN | |||||||||||||
| 720 MONROE ST E107 | HOBOKEN | NJ | 07030 | NONE | PC | GENERAL SUPPORT | $1,800 | ||||||
| DELAWARE INSTITUTE FOR THE ARTS IN EDUCATION | |||||||||||||
| PO BOX 3015 | WILMINGTON | DE | 19804 | NONE | PC | GENERAL SUPPORT | $180 | ||||||
| DUKE ANNUAL FUND | |||||||||||||
| PO BOX 90600 | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||||
| FOOD ALLERGY REASEARCH AND EDUCATION | |||||||||||||
| 515 MADISON AVE STE 1912 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| HIGHLAND PARK CONSERVATIVE TEMPLE CONGR ANSHE ERN | |||||||||||||
| 201 SOUTH THIRD AVENUE | HIGHLAND PARK | NJ | 08904 | NONE | PC | GENERAL SUPPORT | $180 | ||||||
| JEWISH FEDERATION OF GREATER METRO WEST | |||||||||||||
| 910 RT 10 PO BOX 929 | WHIPPANY | NJ | 07981 | NONE | PC | GENERAL SUPPORT | $12,000 | ||||||
| JEWISH LIFE AT DUKE ALUMNI & DEV RECORDS | |||||||||||||
| BOX 90581 | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $9,056 | ||||||
| LUPUS RESEARCH ALLIANCE | |||||||||||||
| 275 MADISON AVE 10TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||||
| NEWARK YMCA | |||||||||||||
| 344 OREDA CIRCLE | WESTFIELD | NJ | 07090 | NONE | PC | GENERAL SUPPORT | $200 | ||||||
| PLAY FOR PINK | |||||||||||||
| SHACKAMAXON COUNTRY CLUB | SCOTCH PLAINS | NJ | 07076 | NONE | PC | GENERAL SUPPORT | $315 | 100 TILLINGHAST TURN | |||||
| THE ASSOCIATE ALUMNAE OF DOUGLAS COLLEGE | |||||||||||||
| 181 RYDERS LANE | NEW BRUNSWICK | NJ | 08901 | NONE | PC | GENERAL SUPPORT | $118 | ||||||
| WAGNER COLLEGE REYNOLDS HOUSE | |||||||||||||
| ONE CAMPUS RD | STATEN ISLAND | NY | 10301 | NONE | PC | GENERAL SUPPORT | $150 | ||||||
| ZAMIR CHORAL FOUNDATION | |||||||||||||
| 475 RIVERSIDE DR STE 1948 | NEW YORK | NY | 10115 | NONE | PC | GENERAL SUPPORT | $500 | ||||||
| HILLEL LODGE | |||||||||||||
| NONE | PC | GENERAL SUPPORT | $180 | 10 NADOLNY SACHS PRIVATE | OTTAWA | ONTARIO | CA | K2A 4G7 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,859 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,117 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,150 | Amt |
| Net Investment Income | $4,150 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BANK OF AMERICA | BondNm |
| EOY Book Value | $133,206 | EOYBookValueAmt |
| EOYFMV | $128,431 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BANK OF AMERICA | StockNm |
| EOY Book Value | $140,034 | EOYBookValueAmt |
| EOYFMV | $149,150 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD REIT | FMV | $15,744 | $15,660 |
| AQR MANAGED FUTURES | FMV | $19,998 | $15,777 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES NOT DEDUCTIBLE | $1,976 |
| OTHER ADJUSTMENT | $36 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MERRILL ACCOUNT FEE | $150 | $150 |
| FOREIGN TAXES PAID | $55 | $55 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
Comments