D & T FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- D & T FOUNDATION INC (EIN 55-0809333)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-27
- IRS object ID
- 201802399349100405
- Schema version
- 2017v2.2
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-27T10:13:52-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223340257 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSCHANSKI & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST KENNEDY BLVD | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | 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 | 550809333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE D & T FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | D&TF | BusinessNameControlTxt |
| Phone | 7323678108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 14TH STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL ROTTENBERG | PersonNm |
| Person Title | TTEE | PersonTitleTxt |
| Phone | 7323678108 | PhoneNum |
| Signature | 2018-08-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00845238 | PTIN |
| 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 | $982,555 | 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 | $85,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,513 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,513 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,513 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,380 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,380 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $224,563 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,867 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $104,760 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,760 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,893 | 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 |
| Accounting Fees Rev And Expnss | $1,750 | 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 | $43 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,533 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,533 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,533 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,229 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,893 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $306,700 | CashBOYAmt |
| Cash EOY | $57,328 | CashEOYAmt |
| Cash EOYFMV | $57,328 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,576 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,578 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,578 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $485,551 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $725,150 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $894,649 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $802,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $813,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $982,555 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $35,000 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $35,000 | 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 | $767,827 | RetainedEarningBOYAmt |
| Retained Earning EOY | $813,056 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $767,827 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $813,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $802,827 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $813,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $767,827 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,229 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $813,056 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $813,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BB&T CORP | P | 2012-08-07 | 2017-12-01 | $4,242 | $4,382 | -$140 | -$140 |
| DIGITAL REALTY TRUST | P | 2017-02-24 | 2017-04-05 | $25,000 | $25,829 | -$829 | -$829 |
| KIMCO REALTY CORP | P | 2017-02-24 | 2017-09-06 | $14,300 | $14,542 | -$242 | -$242 |
| NEXTERA ENERGY CAPITAL | P | 2017-02-23 | 2017-10-23 | $25,000 | $25,293 | -$293 | -$293 |
| PROTECTIVE LIFE CORP | P | 2012-08-14 | 2017-09-11 | $30,000 | $30,000 | $0 | $0 |
| R2000 STEPUP ISSUER DB | P | 2015-04-02 | 2017-03-24 | $68,700 | $60,000 | $8,700 | $8,700 |
| SP500 CLIRN ISSUER HSBC | P | 2015-04-30 | 2017-04-28 | $15,685 | $13,900 | $1,785 | $1,785 |
| STATE STREET CORP | P | 2012-08-14 | 2017-12-01 | $9,136 | $9,250 | -$114 | -$114 |
| SX5E CLIRN ISSUER BAC | P | 2015-04-02 | 2017-03-31 | $32,500 | $32,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,867 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,364 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $82,697 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $586,173 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.141080 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,076 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $606,592 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072662 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,399 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $616,452 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065535 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,145 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $544,116 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051726 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,160 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $515,253 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062416 | DistributionYr5Rt |
| Total Distribution | 0.393419 | TotalDistributionRt |
| Average Distribution | 0.078684 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $893,630 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,314 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $70,512 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,533 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $395 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $395 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $395 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7323678108 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 14TH STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL ROTTENBERG | ||||||||
| 1211 14TH STREET | LAKEWOOD | NJ | 08701 | TTEE | 5.00 | $0 | $0 | $0 |
| TAMARA ROTTENBERG | ||||||||
| 1211 14TH STREET | LAKEWOOD | NJ | 08701 | TTEE | 5.00 | $0 | $0 | $0 |
| SAMUEL MONHEIT | ||||||||
| 327 LAWRENCE AVE | LAKEWOOD | NJ | 08701 | TTEE | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORTED CHARITABLE & RELIGIOUS ENTITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $795,378 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,861 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $907,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $907,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $893,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,682 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $395 | TotalTaxAmt |
| Distributable Before Adj | $44,287 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,287 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,287 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,533 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,533 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,533 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,287 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $37,976 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,740 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $120,716 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,533 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $57,533 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $44,287 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $44,287 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $133,962 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $133,962 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $76,429 | ExcessFromYear1Amt |
| Excess From Current Year | $57,533 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL ROTTENBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RABBI JACOB JOSEF SCHOOL | |||||||
| 1 PLAINFELD | EDISON | NJ | 08817 | NONE | 501(C)(3) | EDUCATIONAL | $4,100 |
| MESIFTA KEREN ORAH | |||||||
| 23 CIRCLE PLACE | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | EDUCATIONAL | $2,260 |
| YESHIVA OF SPRING VALLEY | |||||||
| 121 COLLEGE RD | SUFFERN | NY | 10901 | NONE | 501(C)(3) | EDUCATIONAL | $2,500 |
| THE DONORS FUND | |||||||
| 328 THIRD ST | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | CHARITABLE | $1,300 |
| AHAVAS CHESED | |||||||
| 166 HEWES ST | BROOKLYN | NY | 11211 | NONE | 501(C)(3) | RELIGIOUS | $500 |
| AMIDEI ZION OF BOBOV | |||||||
| 1533 48TH ST | BROOKLYN | NY | 11219 | NONE | EXEMPT | RELIGIOUS | $8,000 |
| BAIS YAAKOV YITZCHOK | |||||||
| 3 ELAINE PL | SPRING VALLEY | NY | 10977 | NONE | EXEMPT | EDUCATIONAL | $1,500 |
| BOBOV YESHIVA OF MONSEY | |||||||
| 88 GROVE ST | MONSEY | NY | 10952 | NONE | EXEMPT | EDUCATIONAL | $500 |
| CONG ZICHRON MENACHEM | |||||||
| 166 RODNEY ST | BROOKLYN | NY | 11211 | NONE | EXEMPT | RELIGIOUS | $500 |
| CONG ZICHRON MOSHE | |||||||
| 1419 58TH ST | BROOKLYN | NY | 11219 | NONE | EXEMPT | RELIGIOUS | $780 |
| CONGREGATION ISRAEL OF SPRINGFIELD | |||||||
| 339 MOUNTAIN AVE | SPRINGFIELD | NJ | 07081 | NONE | 501(C)(3) | RELIGIOUS | $425 |
| KOLLEL CHIBAS JERUSALEM | |||||||
| 4802-A 12TH AVE | BROOKLYN | NY | 11219 | NONE | 501(C)(3) | CHARITABLE | $2,250 |
| MOSDOS TCHERNOBEL | |||||||
| 126 COLOMBUS AVE S | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | EDUCATIONAL | $3,800 |
| BAIS RIVKA ROCHEL | |||||||
| 285 RIVER AVE | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | EDUCATIONAL | $3,600 |
| CONGREGATION TEHILAS YIZCHAK | |||||||
| 2119 57TH ST | BROOKLYN | NY | 11204 | NONE | EXEMPT | RELIGIOUS | $1,800 |
| ZICHRON ZVI | |||||||
| 1533 48TH ST | BROOKLYN | NY | 11219 | NONE | EXEMPT | RELIGIOUS AND CHARITABLE | $1,800 |
| OHEL YAAKOV | |||||||
| 4 OCEAN AVE | DEAL | NJ | 07723 | NONE | EXEMPT | RELIGIOUS | $1,700 |
| EITZ CHAIM | |||||||
| 1533 48TH ST | BROOKLYN | NY | 11219 | NONE | EXEMPT | RELIGIOUS AND CHARITABLE | $1,000 |
| CONG SHAARIE ZION | |||||||
| 4715 15TH AVE | BROOKLYN | NY | 11219 | NONE | EXEMPT | RELIGIOUS | $1,000 |
| YESHIVA GEDOLAH OF PATERSON | |||||||
| 555 15TH AVE | PATERSON | NJ | 07504 | NONE | EXEMPT | EDUCATIONAL | $1,000 |
| KEREN OHR CHAIM | |||||||
| 1461 43RD ST | BROOKLYN | NY | 11219 | NONE | EXEMPT | RELIGIOUS | $800 |
| RABBI MEIR BAAL HANES | |||||||
| 1473 44TH STREET | BROOKLYN | NY | 11219 | NONE | EXEMPT | CHARITABLE | $750 |
| KOLLEL SHOMRE HACHOMOS | |||||||
| 18 HEYWARD STREET | BROOKLYN | NY | 11249 | NONE | EXEMPT | CHARITABLE | $660 |
| MESORAS BNOS YISROEL | |||||||
| 285 RIVER AVE | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | EDUCATIONAL | $650 |
| CONG ZLOTCHEV | |||||||
| 17 SAM LAW DR | MONSEY | NY | 10952 | NONE | EXEMPT | RELIGIOUS | $600 |
| YESHIVA GEDOLAH BAIS YISROEL | |||||||
| 4 SOLOND RD | MONSEY | NY | 10952 | NONE | EXEMPT | RELIGIOUS AND EDUCATIONAL | $600 |
| CONGREGATION ATERES SHLOMO | |||||||
| 1201 HIGHLAND AVE | HIGHLAND PARK | NJ | 08904 | NONE | EXEMPT | RELIGIOUS | $500 |
| CHASDEI MENACHEM | |||||||
| 228 LEE AVE | BROOKLYN | NY | 11206 | NONE | EXEMPT | CHARITABLE | $500 |
| IMREI SHEFER | |||||||
| 186 RIVER SADDLE RD | MONSEY | NY | 10952 | NONE | EXEMPT | EDUCATIONAL | $500 |
| YESHIVA SHAAR HATALMUD | |||||||
| 74 ADAMS STREET | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | EDUCATIONAL | $500 |
| CONG ZICHRON REFAEL | |||||||
| 309 DEWEY AVE | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | RELIGIOUS | $436 |
| CONG PRI HAARETZ | |||||||
| 1332 50TH ST | BROOKLYN | NY | 11219 | NONE | EXEMPT | RELIGIOUS | $430 |
| YESHIVA TORAS CHAIM | |||||||
| PO BOX 16 | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | EDUCATIONAL | $400 |
| CONG KEHILAS YOSEF | |||||||
| 580 BROADWAY | PASSAIC | NJ | 07055 | NONE | EXEMPT | RELIGIOUS | $360 |
| STUDENT AID FUND BMG | |||||||
| 617 6TH ST | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | CHARITABLE AND EDUCATIONAL | $360 |
| ATERES AVROHOM | |||||||
| 58 WHISPERING PINES LN | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | RELIGIOUS | $360 |
| THE JEWISH COMMUNITY CENTER CHABAD VAD | |||||||
| 450 E LIONSHEAD CIRCLE | VAIL | CO | 81657 | NONE | EXEMPT | RELIGIOUS AND CHARITABLE | $360 |
| EZRAS AVOS | |||||||
| VARIOUS | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | CHARITABLE | $360 |
| FREEHOLD KOLLEL | |||||||
| 938 PARK AVE | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | RELIGIOUS AND EDUCATIONAL | $360 |
| TIFERES SIMCHA | |||||||
| 258 BRUCE STREET | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | RELIGIOUS AND CHARITABLE | $360 |
| VARIOUS 501(C)(3) ORGANIZATIONS | |||||||
| VARIOUS | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | VARIOUS | $7,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,533 | 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 | $6,513 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,380 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,867 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,760 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,760 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DANIEL ROTTENBERG | ||||||
| 1 | 1211 14TH ST | LAKEWOOD | NJ | 08701 | $35,000 | Yes (X) |
| MARCEL ROTTENBERG | ||||||
| 2 | 135 DOWNING STREET | LAKEWOOD | NJ | 08701 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION TO TREAT EXCESS QUALIFYING DISTRIBUTIONS OF 14 AS A DISTRIBUTION OUT OF CORPUS.D. ROTTENBERG | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $725,150 | BookValueAmt |
| EOYFMV | $894,649 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGE | $45 | $0 | $0 | $0 |
| FEES | $160 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOR 990 Y/E 12/31/16 | CategoryTxt |
| Amt | $43 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |