DOROTHY G UNGER CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY G UNGER CHARITABLE TR (EIN 45-6267454)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201841359349102689
- 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 Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T13:00:36-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4130 PARKLAKE AVENUE SUITE 500 | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27516 | 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 | 456267454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY UNGER CHARIT XXXXXX00041 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 7322555000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1886 HINDS ROAD SUITE 2 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA KANNHEISER | PersonNm |
| Person Title | Trust Officer | PersonTitleTxt |
| Phone | 7322555000 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN G MITCHELL | PreparerPersonNm |
| Phone | 9199812991 | PhoneNum |
| Preparation | 2018-05-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.168.85.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 729E18674940984E3CC5E2315E8D7BD6753FADA9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 145EE7B9D8C8CA70E27AAF9D109991C208702A08 | 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 | $540,173 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,584 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,531 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $423,013 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,531 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $31,115 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,003 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,392 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,544 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,848 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $107 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,548 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,349 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,352 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,687 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,687 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $464,647 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $486,772 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $519,486 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $494,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $507,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $540,173 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $494,076 | CapitalStockBOYAmt |
| Capital Stock EOY | $507,459 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $494,076 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $507,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $494,076 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $507,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $494,076 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,349 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,116 | OtherIncreasesAmt |
| Subtotal | $507,843 | SubtotalAmt |
| Other Decreases | $384 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $507,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4517.466 DFA US VECTOR EQUITY I | 2014-05-05 | 2017-07-10 | $81,585 | $74,312 | $7,273 | $7,273 | |
| 2498.989 DFA US CORE EQUITY 2 I | 2014-05-05 | 2017-07-10 | $49,155 | $41,433 | $7,722 | $7,722 | |
| 4323.648 DFA SHORT-TERM GOVERNMENT I | 2014-05-05 | 2017-07-10 | $45,874 | $46,177 | -$303 | -$303 | |
| 378.127 DFA EMERGING MARKETS VALUE I | 2016-06-23 | 2017-07-10 | $10,633 | $10,263 | $370 | $370 | |
| 4525.743 DFA ONE-YEAR FIXED INCOME I | 2015-05-18 | 2017-07-10 | $46,615 | $46,705 | -$90 | -$90 | |
| 596.572 DFA EMERGING MARKETS SMALL CAP I | 2016-06-23 | 2017-07-10 | $12,964 | $12,506 | $458 | $458 | |
| 795.008 DFA INTERNATIONAL SMALL COMPANY I | 2015-05-18 | 2017-07-10 | $15,789 | $15,967 | -$178 | -$178 | |
| 4674.677 DFA TWO-YEAR FIXED INCOME I | 2015-05-18 | 2017-07-10 | $46,513 | $46,791 | -$278 | -$278 | |
| 377.023 DFA EMERGING MARKETS I | 2016-06-23 | 2017-07-10 | $10,236 | $9,753 | $483 | $483 | |
| 348.516 DFA REAL ESTATE SECURITIES I | 2014-05-05 | 2017-07-10 | $11,860 | $10,344 | $1,516 | $1,516 | |
| 4176.695 DFA FIVE YEAR GLOBAL FIXED INCOME I | 2014-05-05 | 2017-07-10 | $45,735 | $45,777 | -$42 | -$42 | |
| 1773.965 DFA INTERNATIONAL VALUE I | 2016-06-23 | 2017-07-10 | $32,481 | $34,805 | -$2,324 | -$2,324 | |
| 116.647 VANGUARD GROWTH INDEX ADM | 2017-07-10 | 2017-07-25 | $7,869 | $7,649 | $220 | $220 | |
| CAPITAL GAIN DIVIDENDS | $5,704 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,531 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,327 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $496,739 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055013 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,891 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $516,390 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048202 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,348 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $536,821 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045356 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,130 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $522,324 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051941 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $69,525 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $527,193 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.131878 | DistributionYr5Rt |
| Total Distribution | 0.33239 | TotalDistributionRt |
| Average Distribution | 0.066478 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $521,113 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,643 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $254 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,897 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,548 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $507 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $507 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $507 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $508 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARDEN STATE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7322555000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1886 HINDS ROAD | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARDEN STATE TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1886 HINDS ROAD SUITE 2 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,392 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $529,049 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $529,049 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $529,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $521,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $507 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $507 | TotalTaxAmt |
| Distributable Before Adj | $25,549 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,549 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,549 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,548 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $27,548 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,548 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,549 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,276 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,406 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,677 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,359 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,548 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,549 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,999 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,358 | 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 | $1,276 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,082 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,406 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $2,677 | ExcessFromYear1Amt |
| Excess From Current Year | $1,999 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIST EVANGELICAL CHURCH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SCHOOLHOUSE ROAD | AddressLine1Txt |
| City | WHITING | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL FUND | GrantOrContributionPurposeTxt |
| Amt | $25,700 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,115 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,115 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DFA US VECTOR EQUITY I | |||
| DFA US CORE EQUITY 2 I | |||
| DFA SHORT-TERM GOVMNT I | |||
| DFA EMERGING MKTS VALUE I | |||
| DFA 1 YEAR FX INCOME I | |||
| DFA EMERGING MKTS SM CAP I | |||
| DFA INTL MKTS SM CAP I | |||
| DFA 2 YEAR FX INCOME I | |||
| DFA INTL SM CAP VALUE I | AT COST | $19,670 | $20,803 |
| DFA EMERGING MKTS I | |||
| DFA US LG CAP VALUE I | AT COST | $82,853 | $96,491 |
| DFA REAL ESTATE SECURITIES I | AT COST | $12,998 | $15,459 |
| DFA 5 YEARS GLOBAL FX INCOME I | |||
| DFA INTL VALUE I | |||
| DFA EMERGING MKTS CORE EQUITY | AT COST | $15,187 | $17,135 |
| DFA US SMALL CAP | AT COST | $15,187 | $15,955 |
| DFA SHORT TERM EXTENDED | AT COST | $60,747 | $60,354 |
| EATON VANCE FLOATING RATE | AT COST | $20,249 | $20,249 |
| NUANCE TORTOISE MLP | AT COST | $15,187 | $15,278 |
| SPDR WELLS FARGO PREF STOCK | AT COST | $20,305 | $19,774 |
| VANGUARD ITERM TERM | AT COST | $70,872 | $70,747 |
| VANGUARD DEVELOPED MRKTS | AT COST | $34,609 | $37,602 |
| VANGUARD HIGH YIELD | AT COST | $10,125 | $10,108 |
| VANGUARD MID CAP INDEX | AT COST | $25,311 | $27,427 |
| VANGUARD GROWTH INDEX | AT COST | $83,472 | $92,104 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2018 DIVIDENDS POSTED IN 2017 | Desc |
| Amt | $384 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2016 DIVIDENDS POSTED IN 2017 | $9 |
| ROUNDING ADJUSTMENT | $1 |
| DFA TAX COST TO BOOK ADJUSTMENT - 2016 | $16,106 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $265 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $72 | $72 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $35 | $35 | $0 |
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