BETA

TABAK FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TABAK FAMILY FOUNDATION INC (EIN 22-3480463)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201823189349101477
Schema version
2017v2.3
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)
Return2018-11-14T10:14:25-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILKIN & GUTTENPLAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11200 TICES LANEAddressLine1Txt
CityEAST BRUNSWICKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08816ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223480463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TABAK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WILKIN & GUTTENPLAN PCInCareOfNm
Business Name ControlTABABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O STEVEN TABAK PO BOX 6458AddressLine1Txt
CityJERSEY CITYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07306ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN TABAKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5617328802PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL LOVERDE CPAPreparerPersonNm
PTINP00099532PTIN
Phone7328463000PhoneNum
Preparation2018-11-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.19.78.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id22036720183185000005FederalOriginalSubmissionId
Federal Original Submission Id2018-11-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAB1BF9BC2C8808759C6860902A8F66AF55F72847AtSubmissionCreationDeviceId
At Submission Filing Device Id3B33CC36C78102BD25D817EAB19F2004F9C574B6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$925,560FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$8,948DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,948DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$54,517NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$54,517GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$54,517CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$57OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$57OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$163,522TotalRevAndExpnssAmt
Total Net Invst Incm$63,522TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$272OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$272OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,022TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,022TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,422TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,022TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$52,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$108,100ExcessRevenueOverExpensesAmt
Net Investment Income$60,500NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$72,920SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$581,235SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$581,235SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$143,532CorporateStockBOYAmt
Corporate Stock EOY$143,903CorporateStockEOYAmt
Corporate Stock EOYFMV$183,001CorporateStockEOYFMVAmt
Corporate Bonds BOY$129,707CorporateBondsBOYAmt
Corporate Bonds EOY$129,336CorporateBondsEOYAmt
Corporate Bonds EOYFMV$126,583CorporateBondsEOYFMVAmt
Other Investments BOY$36,180OtherInvestmentsBOYAmt
Other Investments EOY$35,957OtherInvestmentsEOYAmt
Other Investments EOYFMV$34,741OtherInvestmentsEOYFMVAmt
Total Assets BOY$382,339TotalAssetsBOYAmt
Total Assets EOY$890,431TotalAssetsEOYAmt
Total Assets EOYFMV$925,560TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$382,339RetainedEarningBOYAmt
Retained Earning EOY$890,431RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$382,339TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$890,431TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$382,339TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$890,431TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$382,339TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$108,100ExcessRevenueOverExpensesAmt
Other Increases$400,000OtherIncreasesAmt
Subtotal$890,439SubtotalAmt
Other Decreases$8OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$890,431TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MERRILL LYNCH #2138 - AVESIS EARN OUT PAYMENT2017-08-21$4,200$0$4,200$4,200
MERRILL LYNCH #2138 - AVESIS EARN OUT PAYMENT2017-04-24$48,000$0$48,000$48,000
CAPITAL GAIN DIVIDENDS$2,317P
FieldValueIRS element (for citing)
Capital Gain Net Income$54,517CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,350AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$269,270NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.142422DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,648AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$157,758NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.219628DistributionYr2Rt
Adjusted Qlfy Distri Yr3$34,736AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$149,724NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.232DistributionYr3Rt
Adjusted Qlfy Distri Yr4$63,532AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$94,031NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.67565DistributionYr4Rt
Adjusted Qlfy Distri Yr5$82,249AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$81,031NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.015031DistributionYr5Rt
Total Distribution2.284731TotalDistributionRt
Average Distribution0.456946AverageDistributionRt
Net Vl Noncharitable Assets$647,566NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$295,903AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$605NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$296,508AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,210InvestmentIncomeExciseTaxAmt
Subtotal$1,210SubtotalAmt
Tax Based On Investment Income$1,210TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$723TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILKIN & GUTTENPLAN PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7328463000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11200 TICES LANEAddressLine1Txt
CityEAST BRUNSWICKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08816ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY TABAK
875 PARK AVENUENEW YORKNY10021SEC/TREAS2.0$0$0$0
STEVEN TABAK
PO BOX 6458JERSEY CITYNJ07306TRUSTEE2.0$0$0$0
BRADLEY TABAK
875 PARK AVENUENEW YORKNY10021TRUSTEE2.0$0$0$0
MAX TABAK
300 E 34TH STNEW YORKNY10016TRUSTEE2.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$330,350AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$327,077AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$657,427TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$657,427AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,861CashDeemedCharitableAmt
Net Vl Noncharitable Assets$647,566NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,378MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,378MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,210TaxBasedOnInvestmentIncomeAmt
Total Tax$1,210TotalTaxAmt
Distributable Before Adj$31,168DistributableBeforeAdjAmt
Distributable Before Ded$31,168DistributableBeforeDedAmt
Distributable As Adjusted$31,168DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$52,400QualifyingDistributionsAmt
Adjusted Qualifying Distri$52,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,168DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$79,559ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$59,748ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$28,222ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,804ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,321ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$219,654TotalExcessDistributionCyovAmt
Qualifying Distributions$52,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$31,168AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,232RemainingDistriFromCorpusAmt
Total Corpus$240,886TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$79,559ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$161,327ExcessDistriCyovToNextYrAmt
Excess From Year4$59,748ExcessFromYear4Amt
Excess From Year3$28,222ExcessFromYear3Amt
Excess From Year2$26,804ExcessFromYear2Amt
Excess From Year1$25,321ExcessFromYear1Amt
Excess From Current Year$21,232ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH TABAKContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FREEMAN CENTER FOR JEWISH LIFE A DUKE UNIVERSITY
1415 FABER STREETPO BOX 90936DURHAMNC27708NONEPCGENERAL SUPPORT$8,000
JEWISH FEDERATION OF CENTRAL NEW JERSEY
1391 MARTINE AVESCOTCH PLAINSNJ07090NONEPCGENERAL SUPPORT$13,000
TEMPLE EMANU-EL CENTER FOR JEWISH LEARNING
756 EAST BROAD STREETWESTFIELDNJ07090NONEPCGENERAL SUPPORT$1,800
RODEPH SHOLOM
7 WEST 83RD STREETNEW YORKNY10024NONEPCGENERAL SUPPORT$3,600
SYRACUSE UNIVERSITY
900 SOUTH CROUSE AVESYRACUSENY13244NONEPCGENERAL SUPPORT$2,000
THE MUSEUM OF JEWISH HERITAGE
36 BATTERY PLACENEW YORKNY10280NONEPCGENERAL SUPPORT$10,000
UJA - FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022NONEPCGENERAL SUPPORT$8,300
CONGREGATION BETH YESHURUN
4525 BEECHNUT STREETHOUSTONTX77096NONEPCGENERAL SUPPORT$1,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163NONEPCGENERAL SUPPORT$500
HORACE MANN SCHOOL
231 WEST 246TH STREETBRONXNY10471NONEPCGENERAL SUPPORT$500
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA30303NONEPCGENERAL SUPPORT$200
DUKE UNIVERSITY SCHOOL OF LAW
210 SCIENCE DRIVEDUKE BOX 90393DURHAMNC27708NONEPCGENERAL SUPPORT$1,000
THE CANTOR FITZGERALD RELIEF FUND
110 E 59TH STREET ATTN J FICARRONEW YORKNJ10022NONEPCGENERAL SUPPORT$1,000
RONALD MCDONALD HOUSE OF NEW YORK
405 EAST 73RD STREETNEW YORKNY10021NONEPCGENERAL SUPPORT$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$52,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,948ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$54,517ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Exclusion01ExclusionCd
Exclusion$57ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$63,522ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,522TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOSEPH TABAKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line147 ESTATE DRIVEAddressLine1Txt
CityBOYNTON BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334366202ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,750Amt
Net Investment Income$2,750NetInvestmentIncomeAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBANK OF AMERICABondNm
EOY Book Value$129,336EOYBookValueAmt
EOYFMV$126,583EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBANK OF AMERICAStockNm
EOY Book Value$143,903EOYBookValueAmt
EOYFMV$183,001EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD REITFMV$15,959$17,426
AQR MANAGED FUTURESFMV$19,998$17,315

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescVANGUARD REIT - DECREASE IN BASISDesc
Amt$8Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
MERRILL ACCOUNT FEE$215$215
FOREIGN TAXES PAID$57$57

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$57RevenueAndExpensesPerBooksAmt
Net Investment Income$57NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescLIFE INSURANCE PROCEEDSDesc
Amt$400,000Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt

Comments

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