EMSS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EMSS FOUNDATION INC (EIN 22-3748810)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201811309349101326
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T11:24:13-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Jefferson Road | AddressLine1Txt |
| City | Parsippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070542891 | 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 | 223748810 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The EMSS Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMSS | BusinessNameControlTxt |
| Phone | 9733773798 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13248 Provence Drive | AddressLine1Txt |
| City | Palm Beach Gardens | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN SPERBER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9733773798 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles P Abraham | PreparerPersonNm |
| PTIN | P00602382 | PTIN |
| Phone | 9739666300 | 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 | $2,601,597 | 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 |
| Dividends Rev And Expnss | $39,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,417 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $203,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $172,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,544 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,443 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $344 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,099 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $450 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,987 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,987 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,200 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,649 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $922,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $879,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,277,449 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $198,680 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $205,029 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $213,499 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,131,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,194,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,601,597 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,131,095 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,194,759 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,131,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,194,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,131,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,194,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,131,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,664 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,194,759 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,194,759 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 39.28 SHS ISHARES CORE S&P MID CAP | P | 2001-11-26 | 2017-04-10 | $6,681 | $1,912 | $4,769 | $4,769 |
| 1.82 SHS ISHARES CORE S&P MID CAP | P | 2001-12-28 | 2017-04-10 | $310 | $94 | $216 | $216 |
| 1.47 SHS ISHARES CORE S&P MID CAP | P | 2002-03-21 | 2017-04-10 | $251 | $79 | $172 | $172 |
| 2.00 SHS ISHARES CORE S&P MID CAP | P | 2002-06-27 | 2017-04-10 | $341 | $97 | $244 | $244 |
| 2.25 SHS ISHARES CORE S&P MID CAP | P | 2002-09-26 | 2017-04-10 | $383 | $95 | $288 | $288 |
| 253.15 SHS ISHARES CORE S&P MID CAP | P | 2002-11-13 | 2017-04-10 | $43,049 | $10,594 | $32,455 | $32,455 |
| .62 SHS ISHARES CORE S&P SMALL CAP | P | 2001-11-26 | 2017-01-19 | $42 | $11 | $31 | $31 |
| 326.71 SHS ISHARES CORE S&P SMALL CAP | P | 2001-11-26 | 2017-04-10 | $22,172 | $5,884 | $16,288 | $16,288 |
| 3.20 SHS ISHARES CORE S&P SMALL CAP | P | 2001-12-28 | 2017-04-10 | $217 | $62 | $155 | $155 |
| 2.25 SHS ISHARES CORE S&P SMALL CAP | P | 2002-03-21 | 2017-04-10 | $153 | $46 | $107 | $107 |
| 3.40 SHS ISHARES CORE S&P SMALL CAP | P | 2002-06-27 | 2017-04-10 | $231 | $64 | $167 | $167 |
| 4.57 SHS ISHARES CORE S&P SMALL CAP | P | 2002-09-26 | 2017-04-10 | $311 | $73 | $238 | $238 |
| 409.84 SHS ISHARES CORE S&P SMALL CAP | P | 2002-11-13 | 2017-04-10 | $27,813 | $6,494 | $21,319 | $21,319 |
| 125 SHS ISHARES S&P 500 GROWTH ETF | P | 2001-11-26 | 2017-04-10 | $16,433 | $7,530 | $8,903 | $8,903 |
| 1.83 SHS ISHARES S&P 500 GROWTH ETF | P | 2001-12-28 | 2017-04-10 | $241 | $111 | $130 | $130 |
| 1.63 SHS ISHARES S&P 500 GROWTH ETF | P | 2002-03-21 | 2017-04-10 | $214 | $96 | $118 | $118 |
| 2.15 SHS ISHARES S&P 500 GROWTH ETF | P | 2002-06-27 | 2017-04-10 | $283 | $106 | $177 | $177 |
| 2.85 SHS ISHARES S&P 500 GROWTH ETF | P | 2002-09-26 | 2017-04-10 | $375 | $127 | $248 | $248 |
| 241.52 SHS ISHARES S&P 500 GROWTH ETF | P | 2002-11-13 | 2017-04-10 | $31,752 | $11,081 | $20,671 | $20,671 |
| 355 SHS ISHARES S&P 500 VALUE ETF | P | 2001-11-26 | 2017-04-10 | $36,848 | $19,782 | $17,066 | $17,066 |
| 3.81 SHS ISHARES S&P 500 VALUE ETF | P | 2001-12-28 | 2017-04-10 | $396 | $213 | $183 | $183 |
| 3.31 SHS ISHARES S&P 500 VALUE ETF | P | 2002-03-21 | 2017-04-10 | $344 | $185 | $159 | $159 |
| 4.48 SHS ISHARES S&P 500 VALUE ETF | P | 2002-06-27 | 2017-04-10 | $465 | $218 | $247 | $247 |
| 5.74 SHS ISHARES S&P 500 VALUE ETF | P | 2002-09-26 | 2017-04-10 | $596 | $233 | $363 | $363 |
| 127.64 SHS ISHARES S&P 500 VALUE ETF | P | 2002-11-13 | 2017-04-10 | $13,249 | $5,402 | $7,847 | $7,847 |
| Capital Gains Dividends | P | $566 | $566 | $566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,127 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,687 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,549,073 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049307 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,098 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,615,506 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026419 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,903 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,453,072 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045617 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,158 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,059,552 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044261 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,138 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,750,035 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053221 | DistributionYr5Rt |
| Total Distribution | 0.218825 | TotalDistributionRt |
| Average Distribution | 0.043765 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,664,859 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $116,628 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,722 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $118,350 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $108,086 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,444 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,444 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,444 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,042 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,042 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,402 | 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 | 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 | Martin Sperber | IndividualWithBooksNm |
| Phone | 9733773798 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13248 Provence Drive | AddressLine1Txt |
| City | Palm Beach Gardens | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Martin Sperber | ||||||||
| 13248 Provence Drive | Palm Beach Gardens | FL | 33410 | President/Director | 0.00 | $0 | $0 | $0 |
| Ellen C Sperber | ||||||||
| 13248 Provence Drive | Palm Beach Gardens | FL | 33410 | Vice President/Director | 0.00 | $0 | $0 | $0 |
| Steven J Sperber | ||||||||
| 92 Fairview Avenue | Woodcliff Lake | NJ | 07675 | Treasurer/Director | 0.00 | $0 | $0 | $0 |
| Susan B Parnes | ||||||||
| 1426 Treetop Lane | Ambler | PA | 19002 | Secretary/Director | 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 | $2,563,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,841 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,705,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,705,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,664,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,444 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,444 | TotalTaxAmt |
| Distributable Before Adj | $129,799 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,799 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,799 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,086 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $108,086 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,086 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,799 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $123,576 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,086 | QualifyingDistributionsAmt |
| Applied To Year1 | $108,086 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $15,490 | Taxable2Amt |
| Undistributed Income CY | $129,799 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Martin Sperber | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A & M Schwartz College of Pharmacy | |||||||||||
| 75 Dekalb Ave | Brooklyn | NY | 112015497 | None | Public charity | General purposes | $5,000 | ||||
| Abington Health Foundation | |||||||||||
| 1200 Old York Rd | Abington | PA | 19001 | None | Public charity | General purposes | $1,500 | ||||
| American Foundation for Suicide Prevention | |||||||||||
| 120 Wall Street 29th Floor | New York | NY | 10005 | None | Public charity | General Purposes | $1,000 | ||||
| American Friends of Magen David Adom | |||||||||||
| 3300 PGA Blvd Ste 970 | Palm Beach Gardens | FL | 33410 | None | Public charity | General purposes | $500 | ||||
| American Jewish Committee | |||||||||||
| 225 Millburn Avenue | Millburn | NJ | 07041 | None | Public charity | General purposes | $1,000 | ||||
| American Jewish Joint Distribution Committee | |||||||||||
| PO Box 96594 | Washington | DC | 20090 | None | Public charity | General Purposes | $500 | ||||
| Baltimore Youth Kinetic Energy Collective | |||||||||||
| 403 E Oliver St | Baltimore | MD | 21202 | None | Public charity | General purposes | $500 | ||||
| Bikemore Inc | |||||||||||
| 2209 Maryland Ave | Baltimore | MD | 21218 | None | Public Charity | General Purposes | $500 | ||||
| Breastfeeding Resource Center | |||||||||||
| 1355 Old York Road | Abington | PA | 19001 | None | Public charity | General purposes | $10,000 | ||||
| Congregation B'Nai Jeshurun | |||||||||||
| 1205 S Orange Ave | Short Hills | NJ | 07078 | None | Public charity | General purposes | $500 | ||||
| Everytown for Gun Safety | |||||||||||
| PO Box 3886 | New York | NY | 10163 | None | Public charity | General purposes | $2,000 | ||||
| FAU Foundation-Florida Atlantic University | |||||||||||
| 5353 Parkside Drive | Jupiter | FL | 33458 | None | Public charity | General purposes | $1,000 | ||||
| Franklin & Marshall College | |||||||||||
| PO Box 3003 | Lancaster | PA | 17604 | None | Public charity | Annual fund | $2,287 | ||||
| Gastric Cancer Foundation | |||||||||||
| 14600 Weston Parkway | Cary | NC | 27513 | None | Public charity | Cancer research | $500 | ||||
| GLSEN INC | |||||||||||
| 100 William Street | New York | NY | 10038 | None | Public charity | General purposes | $2,000 | ||||
| Hackensack Univ Medical Center Fdn | |||||||||||
| 160 Essex St Ste 101 | Lodi | NJ | 07644 | None | Public charity | Medicine Resident Education | $14,000 | ||||
| Hadassah of Greater Philadelphia | |||||||||||
| PO Box 97153 | Washington | DC | 20090 | None | Public charity | General purposes | $500 | ||||
| Huntsville Jewish Heritage Center Temple B'nar Sholom | |||||||||||
| 101 Lincoln St SE | Huntsville | AL | 35801 | None | Public charity | General Purposes | $1,000 | ||||
| Hurrican Marie Relief Fund JCCPR | |||||||||||
| None | Public charity | General Purposes | $1,000 | 903 Ponce de Leone Ave | San Juan | RQ | 00907 | ||||
| Icing Smiles Inc | |||||||||||
| 4725 Dorsey Hall Dr Ste A-807 | Ellicott City | MD | 21042 | None | Public charity | General purposes | $5,000 | ||||
| Jewish Federation of Greater Houston | |||||||||||
| 5603 S Braewsood Blvd | Houston | TX | 77096 | None | Public charity | General Purposes | $500 | ||||
| Jewish Federation of Greater Philadelphia | |||||||||||
| 2100 Arch Street | Philadelphia | PA | 19103 | None | Public charity | General purposes | $1,000 | ||||
| Jewish Federation of Metrowest | |||||||||||
| PO Box 929 | Whippany | NJ | 07981 | None | Public charity | General purposes | $1,500 | ||||
| Jewish Federation of Northern New Jersey | |||||||||||
| 50 Eisenhower Dr | Paramus | NJ | 07652 | None | Public charity | General purposes | $2,500 | ||||
| Jewish Federation of Palm Beach County | |||||||||||
| 4601 Community Drive | West Palm Beach | FL | 33417 | None | Public charity | General purposes | $2,000 | ||||
| Jupiter Medical Center Foundation | |||||||||||
| 1210 S Old Dixie Highway | Jupiter | FL | 33458 | None | Public charity | General purposes | $2,000 | ||||
| Kravis Center for Performing Arts | |||||||||||
| 701 Okeechobie Blvd | West Palm Beach | FL | 33401 | None | Public charity | General purposes | $1,000 | ||||
| Maltz Jupiter Theater | |||||||||||
| 1001 E Indiantown Rd | Jupiter | FL | 33477 | None | Public charity | General purposes | $1,000 | ||||
| Mission Kids Child Advocacy Center | |||||||||||
| PO Box 413 | Blue Bell | PA | 19422 | None | Public charity | General purposes | $1,000 | ||||
| Morristown Medical Center Foundation | |||||||||||
| 100 Madison Avenue | Morristown | NJ | 07960 | None | Public charity | General purposes | $1,000 | ||||
| National Geographic Society | |||||||||||
| PO Box 9817 | Washington | DC | 20077 | None | Public charity | General purposes | $2,500 | ||||
| National Psoriasis Foundation | |||||||||||
| PO box 3469 | Portland | OR | 972083469 | None | Public charity | General Purposes | $1,000 | ||||
| National Resources Defense Council | |||||||||||
| 40 W 20th St | New York | NY | 10011 | None | Public charity | General purposes | $2,000 | ||||
| New Israel Fund | |||||||||||
| PO Box 96712 | Washington | DC | 20090 | None | Public charity | General purposes | $1,000 | ||||
| New York Public Radio | |||||||||||
| 160 Varick St | New York | NY | 10013 | None | Public charity | General Purposes | $1,700 | ||||
| New York University School of Medicine | |||||||||||
| One Park Ave | New York | NY | 10016 | None | Public charity | Alumni Fund | $10,000 | ||||
| Philadelphia Ronald McDonald House | |||||||||||
| 3925 Chestnut St | Philadelphia | PA | 19104 | None | Public charity | General purposes | $1,000 | ||||
| Planned Parenthood of Greater Texas | |||||||||||
| 7424 Greenville Avenue | Dallas | TX | 75231 | None | Public charity | General purposes | $2,000 | ||||
| Temple Judea | |||||||||||
| 4311 Hood Road | Palm Beach Gardens | FL | 33410 | None | Public charity | General purposes | $2,000 | ||||
| The Actors Fund | |||||||||||
| 729 7th Avenue | New York | NY | 10019 | None | Public charity | General purposes | $2,500 | ||||
| The Metropolitan Opera | |||||||||||
| 30 Lincoln Center Plaza | New York | NY | 10133 | None | Public charity | General Purposes | $1,000 | ||||
| The Young Women's Leadership School | |||||||||||
| 325 Bushwick Avenue | Brooklyn | NY | 11206 | None | Public charity | General purposes | $2,000 | ||||
| Unidos Disaster Relief Fund co Hispanic Federation | |||||||||||
| 55 Exchange Place 5th Floor | New York | NY | 10005 | None | Public charity | General Purposes | $1,000 | ||||
| United We Dream Network Inc | |||||||||||
| 1900 L St NW Ste 900 | Washington | DC | 20037 | None | Public charity | General Purposes | $1,000 | ||||
| University of Pennsylvania | |||||||||||
| 601 Franklin Bldg 3451 Walnut St | Philadelphia | PA | 19104 | None | Public charity | General purposes | $1,000 | ||||
| Vanderbilt Univ School of Medicine | |||||||||||
| 2301 Vanderbilt Place | Nashville | TN | 37203 | None | Public charity | General purposes | $2,500 | ||||
| Wellesley College | |||||||||||
| 106 Central St | Wellesley | MA | 02481 | None | Public charity | General purposes | $500 | ||||
| Williams College Parents Fund | |||||||||||
| 75 Park Street | Williamstown | MA | 02167 | None | Public charity | General purposes | $5,000 | ||||
| Women of Vision Philadelphia's Jewish Women's Foundation | |||||||||||
| 2100 Arch Street | Philadelphia | PA | 19103 | None | Public charity | General purposes | $500 | ||||
| World Wildlife Fund | |||||||||||
| 1250 24th Street NW | Washington | DC | 20037 | None | Public charity | General purposes | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,987 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,417 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $133,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $172,544 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,544 | 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 | Day Pitney LLP | CategoryTxt |
| Amt | $3,443 | Amt |
| Net Investment Income | $344 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,099 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,000 SHS ALLERGAN PLC DONATED SHS | $112,022 | $327,160 |
| 4,000 SHS SCHEIN HENRY INC DONATED | $63,500 | $279,520 |
| 1707.1311 SHS ISHARES CORE S&P MID CAP ETF | $104,018 | $323,979 |
| 4,560.2403 SHS ISHARES CORE S&p SMALL CAP ETF | $103,605 | $350,272 |
| 3,261.542 SHS ISHARES MSCI EAFE ETF | $160,487 | $229,319 |
| 2,543.574 SHS ISHARES S&P 500 GROWTH ETF | $147,295 | $388,582 |
| 3,314.2202 SHS ISHARES S&P 500 VALUE ETF | $188,154 | $378,617 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 15,515.932 shs DODGE & COX INCOME FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $205,029 | BookValueAmt |
| EOYFMV | $213,499 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax withheld | $0 | $0 | $0 |
| Estimated tax payments for 2017 | $450 | $0 | $0 |
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