HAROLD REICH GOLDMAN CHARITABLE TR: Form 990PF, tax year 2017
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- Organization
- HAROLD REICH GOLDMAN CHARITABLE TR (EIN 32-6093743)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201801299349100705
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T08:19:42-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222092948 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHER & GREINER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTENNIAL SQUARE | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080330968 | 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 | 326093743 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAROLD REICH GOLDMANN | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 8567952121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARCHER GREINERONE CENTENNIAL SQ | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080330968 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK R DEMMERLY JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8567952121 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK R DEMMERLY JR | PreparerPersonNm |
| PTIN | P00640412 | PTIN |
| Phone | 8567952121 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.207.105.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-08 | IPDt |
| IP Tm | 14:32:55 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E2AAF46A0AA549188AC5F5D2FE6CBE57C0F75CF3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E2AAF46A0AA549188AC5F5D2FE6CBE57C0F75CF3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,183,213 | 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 | $6,518 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,518 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,561 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,319 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $339,033 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,754 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,591 | 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 |
| Legal Fees Rev And Expnss | $23,022 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,022 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $57,870 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $57,870 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,934 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,616 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,616 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,892 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $284,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,616 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$154,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,975 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,588 | CashBOYAmt |
| Cash EOY | $5,660 | CashEOYAmt |
| Cash EOYFMV | $5,660 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,862 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $188,105 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $188,105 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $200,409 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,409 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $113,458 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,140,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,030,794 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,456,690 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $391,457 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $300,949 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $419,300 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,779,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,625,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,183,213 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,013,177 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,014,041 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$234,046 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$388,124 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,779,131 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,625,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,779,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,625,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,779,131 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$154,078 | ExcessRevenueOverExpensesAmt |
| Other Increases | $864 | OtherIncreasesAmt |
| Subtotal | $2,625,917 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,625,917 | 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 |
|---|---|---|---|---|---|---|---|
| .876 BRIT AMER TOBACCO | D | 2017-07-25 | 2017-07-26 | $60 | $61 | -$1 | -$1 |
| .10 CREDIT SUISSE GRP | D | 2017-06-09 | 2017-06-09 | $259 | $259 | $259 | |
| 726 REYNOLDS AMERICAN | D | 2015-06-12 | 2017-07-25 | $47,818 | $26,190 | $21,628 | $21,628 |
| 1,875 XENIA HOTELS & RESORTS | D | 2015-02-04 | 2017-08-24 | $36,620 | $41,391 | -$4,771 | -$4,771 |
| 600 CITIGROUP INC | D | 2008-11-07 | 2017-08-24 | $40,731 | $73,140 | -$32,409 | -$32,409 |
| 2,000 GENERAL ELECTRIC CO | D | 2008-11-07 | 2017-11-16 | $36,429 | $37,380 | -$951 | -$951 |
| 2,500 HEALTHCARE TR OF AMER REIT | D | 2009-04-09 | 2017-08-24 | $76,957 | $49,117 | $27,840 | $27,840 |
| $100,000 NJ ST TPK AUTH | D | 2008-11-07 | 2017-10-27 | $100,000 | $100,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $159 | $159 | $159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,754 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $264,492 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,344,483 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060880 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $221,744 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,479,596 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049501 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $122,545 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,654,976 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026326 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,636 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,869,437 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029884 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,587,828 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027872 | DistributionYr5Rt |
| Total Distribution | 0.194463 | TotalDistributionRt |
| Average Distribution | 0.038893 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $186,812 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,266 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,240 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,506 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $280,892 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,360 | OverpaymentAmt |
| Applied To ES Tax | $1,240 | AppliedToESTaxAmt |
| Refund | $120 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK R DEMMERLY JR TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8567952121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARCHER GREINER PC ONE CENTENNIAL | AddressLine1Txt |
| Address Line2 | SQUARE | AddressLine2Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080330968 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK R DEMMERLY JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTENNIAL SQUARE | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $187,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $189,657 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $189,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,845 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $186,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,341 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,341 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,240 | TotalTaxAmt |
| Distributable Before Adj | $8,101 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,101 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,101 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,892 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $280,892 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,240 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $279,652 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $37,530 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,530 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $280,892 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,101 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $272,791 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $310,321 | 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 | $310,321 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $37,530 | ExcessFromYear1Amt |
| Excess From Current Year | $272,791 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADATH ISRAEL CONGREGATION | |||||||
| 1958 LAWRENCE ROAD | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $15,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 720366 | OKLAHOMA CITY | OK | 73162 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $20,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 22249 | ST PETERSBURG | FL | 33742 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| DOCTORS WITHOUT BORDERS USAINC | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $20,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $20,000 |
| MAZON A JEWISH RESPONSE TO HUNGER | |||||||
| 10850 WILSHRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $15,000 |
| NAMI | |||||||
| 3803 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| SIERRA CLUB | |||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| THE JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| THE JEWISH PUBLICATION SOCIETY | |||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| UNITED JEWISH FEDERATION OF PRINCETON MERCER & BUCKS COUNTY | |||||||
| 4 PRINCESS ROAD SUITE 211 | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $25,000 |
| YIVO INSTITUTE FOR JEWISH RESEARCH | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | 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 | $6,518 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,561 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,754 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,833 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,833 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDES FUNDS FOR SUCH PURPOSES |
| 4 | PROVIDES FUNDS FOR SUCH PURPOSES |
| 8 | PROVIDES FUNDS FOR SUCH PURPOSES |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $1,915,997 | $4,356,594 |
| MUTUAL FUNDS | $114,797 | $100,096 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $100,409 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $113,458 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER ASSETS/EXCHANGED TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $300,949 | BookValueAmt |
| EOYFMV | $419,300 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ARCHER & GREINER PC-FEES | CategoryTxt |
| Legal Fees | $23,022 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,022 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LPL FEES & EXPENSES | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO BASIS | $254 |
| ADJUSTMENT FOR INCOME RECEIVED IN 2017/TAXABLE IN 2016 | $610 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB-ADVISOR FEES | CategoryTxt |
| Amt | $57,870 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,870 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,548 | $1,548 | $0 |
| ADR FEES | $68 | $68 | $0 |
| IRS - 2017 FORM 990-PF EST TAX PYMTS | $2,318 | $0 | $0 |
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