TIA CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TIA CHARITABLE TR (EIN 47-6743238)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201841359349102839
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T12:06:36-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SDI TECHNOLOGIES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | 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 | 476743238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIAC | BusinessNameControlTxt |
| Phone | 7325749000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ISAAC ASHKENAZI | PersonNm |
| Person Title | ISAAC ASHKENAZI | PersonTitleTxt |
| Phone | 7325749000 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADINA FOGEL | PreparerPersonNm |
| PTIN | P02152898 | PTIN |
| Preparation | 2018-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.207.194.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-15 | IPDt |
| IP Tm | 12:06:31 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A26590D7238F2988CC4AEDE38F415C58E62F8F21 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A26590D7238F2988CC4AEDE38F415C58E62F8F21 | 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 | $14,956,316 | 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 | $5,813 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,813 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,813 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $317,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $317,135 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $317,135 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,087,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,585,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,087,035 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,665 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,665 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $21,665 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,431,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,431,648 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $344,613 | TotalAdjNetIncmAmt |
| Interest Rev And Expnss | $27,342 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $27,342 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $27,342 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $6,226 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,226 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $6,226 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $33,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,568 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $33,568 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,033,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,568 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $33,568 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,000,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,398,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,398,080 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $311,045 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,651 | CashBOYAmt |
| Cash EOY | $8,012 | CashEOYAmt |
| Cash EOYFMV | $8,012 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,143,811 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,508,098 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,948,304 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,234,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,516,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,956,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,234,462 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,516,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,234,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,516,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,234,462 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,516,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,234,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,398,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,595 | OtherIncreasesAmt |
| Subtotal | $11,663,137 | SubtotalAmt |
| Other Decreases | $1,147,027 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,516,110 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| APPLE COMPUTER | D | 2001-01-01 | 2017-12-27 | $1,867,702 | $0 | $164,509 | $1,703,193 | $0 | $0 | $0 | $1,703,193 |
| PB PLC | P | 2010-01-01 | 2017-12-27 | $42,098 | $0 | $37,010 | $5,088 | $0 | $0 | $0 | $5,088 |
| FREEPORT-MCMORAN | P | 2010-01-01 | 2017-12-27 | $47,492 | $0 | $25,765 | $21,727 | $0 | $0 | $0 | $21,727 |
| FRONTIER COMMUNICATIONS | P | 2010-01-01 | 2017-12-27 | $13,438 | $0 | $79,681 | -$66,243 | $0 | $0 | $0 | -$66,243 |
| ISHARES RUSSEL | P | 2010-01-01 | 2017-12-27 | $44,678 | $0 | $32,255 | $12,423 | $0 | $0 | $0 | $12,423 |
| SEAGATE TECHNOLOGY | P | 2010-01-01 | 2017-12-27 | $42,195 | $0 | $40,780 | $1,415 | $0 | $0 | $0 | $1,415 |
| OPTIONS | P | 2010-01-01 | 2017-12-27 | $388,526 | $0 | $0 | $388,526 | $0 | $0 | $0 | $388,526 |
| ISHARES RUSSEL 2000 | P | 2010-01-01 | 2017-12-27 | $31,610 | $0 | $22,510 | $9,100 | $0 | $0 | $0 | $9,100 |
| KINDER MORGAN | P | 2010-01-01 | 2017-12-27 | $54,532 | $0 | $58,235 | -$3,703 | $0 | $0 | $0 | -$3,703 |
| SPDR TR S&P 500 | P | 2010-01-01 | 2017-12-27 | $53,519 | $0 | $38,010 | $15,509 | $0 | $0 | $0 | $15,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,087,035 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $494,131 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,378,615 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052687 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $9,570,628 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.052687 | TotalDistributionRt |
| Average Distribution | 0.026344 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,724,738 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $387,908 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,981 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $411,889 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,000,000 | 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 | $23,981 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,981 | SubtotalAmt |
| Tax Based On Investment Income | $23,981 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $41,965 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $47,965 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$47,965 | OriginalReturnOverpaymentAmt |
| Overpayment | $23,984 | OverpaymentAmt |
| Applied To ES Tax | $23,984 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ISAAC ASHKENAZI | IndividualWithBooksNm |
| Phone | 7325749000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | 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 |
| 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 | ISAAC ASHKENAZI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,948,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,948,973 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,948,973 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,724,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $736,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $736,237 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,981 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,981 | TotalTaxAmt |
| Distributable Before Adj | $712,256 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $712,256 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $712,256 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,000,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,000,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23,981 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $976,019 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $712,256 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $395,389 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,000,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $395,389 | AppliedToYear1Amt |
| Applied To Current Year | $604,611 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $107,645 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ISAAC ASHKENAZI | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ISAAC ASHKENAZI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7325749000 | RecipientPhoneNum |
| Form And Info And Materials | NO RESTRICTIONS ON FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO ORGANIZATIONS WHICH QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND TO INDIGENT INDIVIDUALS WHOSE NEED CAN BE SUBSTANTIATED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNAL FUND | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | NFP | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OUT EXEMPTAID IN CARRYINGFUNCTION | GrantOrContributionPurposeTxt |
| Amt | $1,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,087,035 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,087,035 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,087,035 | TotalIncomeProducingActyAmt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | How AcquiredHowAcquiredTxt |
|---|---|---|---|---|
| APPLE COMPUTER | $1,867,702 | $164,509 | $1,703,193 | |
| BP PLC | $42,098 | $37,010 | $5,088 | |
| FREEPORT MCMORAN | $47,492 | $25,765 | $21,727 | Donated |
| FRONTIER COMMUNICATIONS | $13,438 | $79,681 | -$66,243 | Donated |
| ISHARES RUSSEL | $44,678 | $32,255 | $12,423 | Donated |
| SEAGATE TECHNOLOGY | $42,195 | $40,780 | $1,415 | |
| OPTIONS | $388,526 | $388,526 | ||
| ISHARES RUSSELL 2000 | $31,610 | $22,510 | $9,100 | |
| KINDER MORGAN | $54,532 | $58,235 | -$3,703 | |
| SPDR TR S&P 500 | $53,519 | $38,010 | $15,509 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE STATEMENT ATTACHED | StockNm |
| EOY Book Value | $10,508,098 | EOYBookValueAmt |
| EOYFMV | $14,948,304 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX ADJUSTMENT ON CAPITAL GAINS | $1,138,166 |
| INCOME FROM PARTNERSHIPS | $8,861 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SUBSTITUE PAYMENT IN LIEU | $4,357 | $4,357 | $4,357 |
| TAXABLE INCOME FROM PARTNERSHIPS | $8,861 | $8,861 | $8,861 |
| LTCG DISTRIBUTIONS | $8,447 | $8,447 | $8,447 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP DISTRIBUTIONS | $16,954 |
| RETURN OF CAPITAL | $3,060 |
| FEDERAL EXCISE TAX PAID | $10,581 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $5,631 | $5,631 | $5,631 |
| INVESTMENT EXP | $595 | $595 | $595 |
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