SHAU-WAI AND MARIE LAM FAMILY FOUNDATION: Form 990PF, tax year 2017
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- Organization
- SHAU-WAI AND MARIE LAM FAMILY FOUNDATION (EIN 13-4222089)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-16
- IRS object ID
- 201801989349100205
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-16T09:08:23-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133218161 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB BLOCK & PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134222089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAU-WAI & MARIE LAM FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAU | BusinessNameControlTxt |
| Phone | 7327708288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 HOBART AVENUE | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAU-WAI LAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7327708288 | PhoneNum |
| Signature | 2018-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN EISENBERG | PreparerPersonNm |
| PTIN | P00193683 | PTIN |
| Phone | 2127555510 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,779,574 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $191 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $191 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $191 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $30,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,234 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,234 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $673,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,125 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $87,550 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,550 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,425 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,802 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,423 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $55 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,695 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,394 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $193,194 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $193,194 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $193,194 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$140,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,855 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,425 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,798 | CashBOYAmt |
| Cash EOY | $21,338 | CashEOYAmt |
| Cash EOYFMV | $21,338 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,293 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,332,881 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,212,180 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,412,943 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $581,055 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $581,055 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,324,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,980,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,835,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,779,574 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,980,434 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,835,866 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,980,434 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,835,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,980,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,835,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,980,434 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$140,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,840,396 | SubtotalAmt |
| Other Decreases | $4,530 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,835,866 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 90 SHS ISHARES TR RUSSELL 2000 ETF | P | 2017-03-21 | 2017-12-07 | $12,769 | $12,185 | $584 | $584 |
| 54 SHS ISHARES TR JPM USD EMERGING MKTS BD ETF | P | 2016-04-12 | 2017-03-21 | $6,119 | $6,191 | -$72 | -$72 |
| 4810 SHS ISHARES MSCI USA MIN VOL ETF | P | 2016-04-12 | 2017-03-21 | $230,925 | $212,016 | $18,909 | $18,909 |
| 423 SHS ISHARES TR RUSSELL 1000 VALUE ETF | P | 2015-09-17 | 2017-12-07 | $49,297 | $41,195 | $8,102 | $8,102 |
| 617 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2015-09-17 | 2017-12-07 | $74,982 | $60,538 | $14,444 | $14,444 |
| 307 SHS ISHARES TR RUSSELL 2000 VALUE ETF | P | 2015-09-17 | 2017-03-21 | $35,500 | $29,024 | $6,476 | $6,476 |
| 216 SHS ISHARES TR RUSSELL 2000 GROWTH ETF | P | 2015-09-17 | 2017-03-21 | $34,414 | $31,436 | $2,978 | $2,978 |
| 65 SHS ISHARES TR JPM USD EMERGING MKTS BD ETF | P | 2015-06-16 | 2017-03-21 | $7,366 | $7,017 | $349 | $349 |
| 126 SHS SPDR SER TR BLOOMBERG BARCLAYS HIGH YIELD BD ETF | P | 2015-06-16 | 2017-09-06 | $3,887 | $3,953 | -$66 | -$66 |
| 570 SHS VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF | P | 2015-06-16 | 2017-12-07 | $46,705 | $46,353 | $352 | $352 |
| 1746 SHS VANGUARD FTSE DEVELOPED MARKETS ETF | P | 2015-06-16 | 2017-09-06 | $71,679 | $70,870 | $809 | $809 |
| 1494 VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF | P | 2015-06-16 | 2017-12-07 | $75,846 | $72,654 | $3,192 | $3,192 |
| 566 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF | P | 2015-06-16 | 2017-09-06 | $24,158 | $23,141 | $1,017 | $1,017 |
| CAPITAL GAINS DIVIDENDS | P | $51 | $51 | $51 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,125 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $19,421 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $290,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,450,570 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.200438 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,766 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,726,837 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080938 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,675 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $148,779 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.669953 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $138,371 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.760998 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $95,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $248,327 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.384976 | DistributionYr5Rt |
| Total Distribution | 2.097303 | TotalDistributionRt |
| Average Distribution | 0.419461 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,443,556 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $605,515 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $819 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $606,334 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $193,194 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,637 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,637 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,637 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $44 | OverpaymentAmt |
| Applied To ES Tax | $44 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHAU-WAI LAM | IndividualWithBooksNm |
| Phone | 7327708288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 HOBART AVENUE | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| SHAU-WAI LAM | ||||||||
| 81 HOBART STREET | SUMMIT | NJ | 07901 | CHAIRMN-ASRQ | 0.00 | $0 | $0 | $0 |
| MARIE WEI-WUN LAM | ||||||||
| 81 HOBART STREET | SUMMIT | NJ | 07901 | TRSR-ASRQ | 0.00 | $0 | $0 | $0 |
| JEFFREY WACKSMAN | ||||||||
| C/O LOEB BLOCK PARTNERS LL | NEW YORK | NY | 10022 | SEC'Y-ASRQ | 0.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,396,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,465,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,465,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,443,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,178 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,178 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,637 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,637 | TotalTaxAmt |
| Distributable Before Adj | $70,541 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,541 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,541 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $193,194 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $193,194 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $193,194 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,541 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $83,225 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $92,326 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,962 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $218,811 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $547,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $193,194 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,541 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,653 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $669,847 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $83,225 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $586,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,870 | ExcessFromYear4Amt |
| Excess From Year3 | $92,326 | ExcessFromYear3Amt |
| Excess From Year2 | $53,962 | ExcessFromYear2Amt |
| Excess From Year1 | $218,811 | ExcessFromYear1Amt |
| Excess From Current Year | $122,653 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACE FOUNDATION | |||||||
| 2025 M STREET NW SUITE 610 | WASHINGTON | DC | 20036 | NONE | PC | EDUCATIONAL | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | HEALTH SERVICES | $45 |
| CHARLES B WANG COMMUNITY HEALTH CENTER | |||||||
| 268 CANAL STREET | NEW YORK | NY | 10013 | NONE | PC | HEALTH SERVICES | $1,000 |
| CHINA INSTITUTE IN AMERICA | |||||||
| 125 E 65TH ST | NEW YORK | NY | 10065 | NONE | PC | CULTURAL | $25,376 |
| CHINATOWN HEALTH CLINIC FDN | |||||||
| CB WANG COM CTR 125 WALKER ST | NEW YORK | NY | 10013 | OFCR IS ON BD OF DIR. | PC | HEALTH SERVICES | $27,500 |
| CHINESE AMERICAN PLANNING COUNCIL | |||||||
| 150 ELIZABETH STREET | NEW YORK | NY | 10012 | NONE | PC | SOCIAL WELFARE | $500 |
| CMP | |||||||
| 70 MULBERRY STREET | NEW YORK | NY | 10013 | NONE | PC | EDUCATIONAL | $1,000 |
| INTERNATIONAL LEADERSHIP FOUNDATION | |||||||
| 1300 PENNSYLVANIA AVE NW STE 700 | WASHINGTON | DC | 20004 | NONE | PC | GENERAL | $2,500 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIATION | |||||||
| 8400 WESTPARK DRIVE | TYSON | VA | 22102 | NONE | PC | GENERAL | $12,000 |
| NEW JERSEY CHINESE CULTURAL STUDIES FDTN | |||||||
| PO BOX 543 | PRINCETON JUNCTION | NJ | 08550 | NONE | PC | GENERAL | $1,000 |
| NJ ASIAN AMERICAN LAW ENFORCEMENT FDTN | |||||||
| P O BOX 157 | ALPINE | NJ | 07620 | NONE | PC | GENERAL | $500 |
| NJ CHINESE AMERICAN CHAMBER OF COMMERCE | |||||||
| 28 WORLDS FAIR DRIVE | SOMERSET | NJ | 08873 | NONE | PC | EDUCATIONAL | $2,500 |
| ORG CHINESE IN AMERICA - NEW JERSEY | |||||||
| PO BOX 268 | MONTVALE | NJ | 07645 | NONE | PC | EDUCATIONAL | $900 |
| PURDUE UNIVERSITY | |||||||
| 403 W WOOD STREET | WEST LAFAYETTE | IN | 47907 | NONE | PC | EDUCATIONAL | $50,000 |
| SINO MONTHLYLITERARY AWARD FUND | |||||||
| 18 SHEPPARD PLACE | EDISON | NJ | 08817 | NONE | PC | EDUCATIONAL | $1,000 |
| SI-YO MUSIC SOCIETY FOUNDATION | |||||||
| 275 WEST 96TH ST 24E | NEW YORK | NY | 10025 | NONE | PC | EDUCATIONAL | $1,000 |
| SUMMIT POLICE BENEVOLENT ASSOC | |||||||
| P O BOX 552 | SUMMIT | NJ | 07902 | NONE | PC | GENERAL | $100 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | GENERAL | $10,000 |
| WLIW-PBS TV | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC | EDUCATIONAL | $500 |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | HUMANITARIAN EFFORTS | $100 |
| COMMUNITY FOODBANK OF NJ | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | PC | FIGHTING HUNGER & POVERTY | $500 |
| NQAPIA | |||||||
| PO BOX 1277 OLD CHELSEA STATION | NEW YORK | NY | 10113 | NONE | PC | LEADERSHIP DEVELOPMENT | $250 |
| NEW JERSEY PERFORMING ARTS CENTER | |||||||
| 1 CENTER ST | NEWARK | NJ | 07102 | NONE | PC | PERFORMING ARTS | $400 |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PC | HEALTH SERVICES | $15 |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 EIGHTEENTH STREET NW | WASHINGTON | DC | 200063517 | NONE | PC | HEALTH SERVICES | $10 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PC | HEALTH SERVICES | $60 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 101161550 | NONE | PC | EDUCATIONAL | $120 |
| AMERICAN FRIENDS OF THE SHANGHAI MUSEUM | |||||||
| 1115 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | EDUCATIONAL | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | HEALTH SERVICES | $500 |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST NE 6TH FL | ATLANTA | GA | 30309 | NONE | PC | HEALTH SERVICES | $15 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | HEALTH SERVICES | $15 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | HEALTH SERVICES | $10 |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | |||||||
| 5515 SECURITY LANE SUITE 1105 | ROCKVILLE | MD | 20852 | NONE | PC | HEALTH SERVICES | $15 |
| AARP FOUNDATION | |||||||
| PO BOX 93207 | LONG BEACH | CA | 908093207 | NONE | PC | HEALTH SERVICES | $25 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | EDUCATIONAL | $25 |
| CHILDREN'S CANCER RESEARCH FUND | |||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | NONE | PC | HEALTH SERVICES | $15 |
| EASTERSEALS | |||||||
| 141 W JACKSON BLVD SUITE 1400A | CHICAGO | IL | 60604 | NONE | PC | HEALTH SERVICES | $15 |
| NJTV | |||||||
| PO BOX 5776 | ENGLEWOOD | NJ | 07631 | NONE | PC | EDUCATIONAL | $500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | HEALTH SERVICES | $1,000 |
| NAMAD | |||||||
| 9475 LOTTSFORD RD 150 | UPPER MARLBORO | MD | 20774 | NONE | PC | LEADERSHIP | $10,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | NONE | PC | HEALTH SERVICES | $15 |
| DISABLED AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | NONE | PC | GENERAL | $18 |
| HONG KONG ASSOCIATION | |||||||
| 115 EAST 54TH STREET | NEW YORK | NY | 100224563 | NONE | PC | GENERAL | $1,500 |
| LUPUS FOUNDATION | |||||||
| 2121 K STREET NW SUITE 200 | WASHINGTON | DC | 20037 | NONE | PC | HEALTH SERVICES | $500 |
| OHANA PADDLING ASSOCIATION | |||||||
| 14336 SANFORD AVE | FLUSHING | NY | 11355 | NONE | PC | GENERAL | $10,000 |
| THE ASIA FOUNDATION | |||||||
| 465 CALIFORNIA ST 9TH FLOOR | SAN FRANCISCO | CA | 941041804 | NONE | PC | GENERAL | $2,000 |
| DUNHUANG FOUNDATION | |||||||
| 156 2ND STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | EDUCATIONAL | $5,000 |
| SUMMIT FIREMEN BENEVOLENT ASSOCIATION | |||||||
| 396 BROAD STREET | SUMMIT | NJ | 07901 | NONE | PC | GENERAL | $50 |
| NEW ENGLAND PUBLIC RADIO | |||||||
| 1525 MAIN STREET | SPRINGFIELD | MA | 01103 | NONE | PC | EDUCATIONAL | $500 |
| CHINESE AMERICAN INTERNATIONAL SCHOOL | |||||||
| 150 OAK STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | EDUCATIONAL | $500 |
| NEW JERSEY SYMPHONY ORCHESTRA | |||||||
| 60 PARK PLACE SUITE 900 | NEWARK | NJ | 07102 | NONE | PC | GENERAL | $2,000 |
| SUMMIT LUMINARY FUND | |||||||
| 10 WESTMINSTER RD | SUMMIT | NJ | 07901 | NONE | PC | GENERAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $193,194 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,234 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,125 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $87,550 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,550 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB BLOCK & PARTNERS | CategoryTxt |
| Amt | $12,423 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK OVERRIDE | StockNm |
| EOY Book Value | $1,212,180 | EOYBookValueAmt |
| EOYFMV | $1,412,943 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ARTWORK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $581,055 | BookValueAmt |
| EOYFMV | $1,324,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB BLOCK & PARTNERS | CategoryTxt |
| Legal Fees | $1,802 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DEDUCTIBLE EXPENSES | $3,924 |
| 2016 FEDERAL PAYMENT | $606 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $95 | $0 | $0 | $0 |
| INSURANCE EXPENSE FOR ARTWORK | $897 | $0 | $0 | $0 |
| ADVISORY FEES | $5,695 | $5,695 | $0 | $0 |
| ANNUAL REPORT | $175 | $0 | $0 | $0 |
| MISCELLANEOUS FEES | $296 | $0 | $0 | $0 |
| OTHER EXPENSES RELATED TO ARTWORK | $9,956 | $0 | $0 | $0 |
| OFFICER & DIRECTOR FEES | $3,000 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NJ | CategoryTxt |
| Amt | $55 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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