IRVING AND BERNICE SINGER FAMILY: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- IRVING AND BERNICE SINGER FAMILY (EIN 02-0449779)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201733179349101908
- Schema version
- 2016v3.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T14:19:49-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021293742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020449779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IRVING AND BERNICE SINGER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 6036694100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GARY J SINGER PO BOX 16415 | AddressLine1Txt |
| City | HOOKSETT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 031066415 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SYDNEY | PersonNm |
| Person Title | TREASURER/TRUSTEE | PersonTitleTxt |
| Phone | 6036694100 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J FLEURIEL JR | PreparerPersonNm |
| PTIN | P01061273 | PTIN |
| Phone | 6179129000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 09:02:17 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 76AF75BBE776188E2618C745FDF9C73F9C3E8A83 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 808B1D28703E5C3EA38D0C6AFAC88E3156F3957D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,121,508 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $53 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,035 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,035 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $474,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,951 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,039 | 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 |
| Other Prof Fees Rev And Expnss | $10,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $986 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $98 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $176,651 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,417 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,943 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,050,256 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $972,553 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,107,451 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,299 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,114 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,114 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,089,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $986,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,121,508 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,089,972 | RetainedEarningBOYAmt |
| Retained Earning EOY | $986,610 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,089,972 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $986,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,089,972 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $986,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,089,972 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $986,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $986,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $18,211 | $17,477 | $734 | $734 | |
| PUBLICLY TRADED SECURITIES - LT | $450,729 | $409,879 | $40,850 | $40,850 | |
| CAPITAL GAINS DIVIDENDS | $5,367 | $5,367 | $5,367 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,951 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $111,064 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,261,696 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088028 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $102,359 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,366,552 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074903 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,204 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,361,966 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083118 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $69,433 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,327,504 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052303 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,325,071 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055091 | DistributionYr5Rt |
| Total Distribution | 0.353443 | TotalDistributionRt |
| Average Distribution | 0.070689 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,154,374 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,602 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $624 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,226 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $165,076 | 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 | $624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $350 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,550 | TotalPaymentsAndCreditsAmt |
| Overpayment | $926 | OverpaymentAmt |
| Applied To ES Tax | $926 | AppliedToESTaxAmt |
| Refund | $0 | 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 | NH | 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 | GARY SINGER | IndividualWithBooksNm |
| Phone | 6036694100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16415 | AddressLine1Txt |
| City | HOOKSETT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 031066415 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| BERNICE SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| ROBERT SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03104 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| STEPHEN SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| STEWART SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | PA | 19025 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| JOY SYDNEY | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| GARY J SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | PRESIDENT/TRUSTEE | 0.01 | $0 | $0 | $0 |
| JEFFREY SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | VICE PRESIDENT/TRUSTEE | 0.01 | $0 | $0 | $0 |
| MICHAEL SYDNEY | ||||||||
| PO BOX 16415 | HOOKSETT | NE | 03106 | TREASURER/TRUSTEE | 0.10 | $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 | $1,145,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,680 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,114 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,171,953 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,171,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,154,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $624 | TotalTaxAmt |
| Distributable Before Adj | $57,095 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,095 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,076 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $165,076 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $624 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $164,452 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,794 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,969 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,708 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,865 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,667 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $139,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,076 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $107,981 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $246,984 | 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 | $4,794 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $242,190 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,969 | ExcessFromYear4Amt |
| Excess From Year3 | $45,708 | ExcessFromYear3Amt |
| Excess From Year2 | $35,865 | ExcessFromYear2Amt |
| Excess From Year1 | $48,667 | ExcessFromYear1Amt |
| Excess From Current Year | $107,981 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY J SINGER | ContributingManagerNm |
| Contributing Manager | MICHAEL SYDNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABRAMSON CENTER FOR JEWISH LIFE | ||||||||
| 1425 HORSHAM ROAD | NORTH WALES | PA | 19002 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| AISH CAMPUS BOSTON | ||||||||
| 14 EMBASSY ROAD | BRIGHTON | MA | 02135 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| BRIDGE ACADEMY | ||||||||
| 1001 DEAL RD | OCEAN | NJ | 07712 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| CAMP SIMCHA SPECIAL | ||||||||
| 151 WEST 30TH STREET THIRD FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| CHABAD LUBAVITCH OF NEW HAMPSHIRE | ||||||||
| 7 CAMELOT PLACE | MANCHESTER | NH | 03104 | NONE | PC | BUILDING CAMPAIGN - $100,000; GENERAL OPERATING SUPPORT - $10,000 | $110,000 | |
| CHABAD LUBAVITCH OF ULSTER COUNTY | ||||||||
| 254 LUCAS AVENUE | KINGSTON | NY | 12401 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| CHAI CENTER OF BROOKLINE | ||||||||
| 105 ST PAUL STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| CONGREGATION AHAVAS ACHIM | ||||||||
| 53 1/2 WASHINGTON ST | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FOREST HILLS JEWISH CENTER | ||||||||
| 106-06 QUEENS BOULEVARD | QUEENS | NY | 11375 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| GIRLS AT WORK INC | ||||||||
| 4 ELM ST | MANCHESTER | NH | 03103 | NONE | PC | GENERAL OPERATING SUPPORT | $750 | |
| GREATER BOSTON ERUV CORPORATION | ||||||||
| 693 CHESTNUT HILL AVENUE | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING SUPPORT | $100 | |
| JACK M BARRACK HEBREW ACADEMY | ||||||||
| 272 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL OPERATING SUPPORT | $625 | |
| JEWISH FEDERATION OF NEW HAMPSHIRE | ||||||||
| 66 HANOVER ST SUITE 300 | MANCHESTER | NH | 03101 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| JEWISH FOUNDATION OF ULSTER COUNTY | ||||||||
| 259 MILLERS LANE EXT | KINGSTON | NY | 12401 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 78 RANDALL AVE | ROCKVILLE CENTER | NY | 11570 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| LUBAVITCH OF MONTGOMERY COUNTY | ||||||||
| 1311 FORT WASHINGTON AVENUE | FORT WASHINGTON | PA | 19034 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| MAIMONIDES SCHOOL | ||||||||
| 34 PHILBRICK ROAD | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| MANCHESTER CITY LIBRARY FOUNDATION | ||||||||
| 405 PINE STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| NEW ENGLAND REGION NCSY | ||||||||
| 208 SUMMER STREET | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| NEW HAMPTON SCHOOL | ||||||||
| 70 MAIN STREET | NEW HAMPTON | NH | 03256 | NONE | PC | GENERAL OPERATING SUPPORT | $625 | |
| PJ LIBRARY | ||||||||
| 380 UNION ST SUITE 200 | WEST SPRINGFIELD | MA | 01089 | NONE | PC | GENERAL OPERATING SUPPORT | $1,250 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING SUPPORT | $417 | |
| PLUM ISLAND BEAUTIFICATION | ||||||||
| 8 PLUM ISLAND BLVD | NEWBURY | MA | 01951 | NONE | PC | GENERAL OPERATING SUPPORT | $750 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL OPERATING SUPPORT | $417 | |
| TEMPLE ISRAEL OF MANCHESTER | ||||||||
| 66 SALMON STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| TEMPLE SINAI | ||||||||
| 1401 LIMEKILN PIKE | DRESHER | PA | 19025 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE ADL | ||||||||
| 40 COURT ST 12 | BOSTON | MA | 02108 | NONE | PC | GENERAL OPERATING SUPPORT | $417 | |
| UNIVERSITY OF TEXAS | ||||||||
| MD ANDERSON CANCER CENTER 1515 | HOUSTON | TX | 77030 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 | HOLCOMBE BOULEVARD |
| YESHIVA KETTER TORAH | ||||||||
| 5 MERIDIAN RD | EATONTOWN | NJ | 07724 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| YESHIVA LEV AHRON | ||||||||
| 1464 EAST 54TH STREET | BROOKLYN | NY | 11230 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| YOUNG ISRAEL FOREST HILLS | ||||||||
| 7100 YELLOWSTONE BLVD | FOREST HILLS | NY | 11375 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| YOUNG ISRAEL OF BROOKLINE | ||||||||
| 62 GREEN STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $1,900 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,001 | 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 | $53 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,035 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,951 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $73,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,039 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,178.77 SHARES VANGUARD 500 INDEX FUND ADMIRAL | AT COST | $124,633 | $243,499 |
| 6,783.95 SHARES VANGUARD ADMIRAL GNMA FD | AT COST | $69,184 | $71,503 |
| 31,419.82 SHARES VANGUARD INTERMEDIATE TERM BOND | AT COST | $344,802 | $353,159 |
| 1,205.53 SHARES VANGUARD WINDSOR II ADMIRAL | AT COST | $70,013 | $75,165 |
| 1,936.86 SHARES VANGUARD SHORT-TERM BOND INDEX | AT COST | $20,450 | $20,201 |
| 2,878.01 SHARES PUTNAM ABSOLUTE RETURN 700 Y | AT COST | $36,897 | $32,866 |
| 2,094.28 SHARES COLUMBIA INCOME OPPORTUNITIES | AT COST | $20,145 | $20,524 |
| 1,607.88 SHARES FIDELITY ADVISOR FLOATING RATE | AT COST | $15,500 | $15,484 |
| 6,361.18 SHARES JPMORGAN MORTGAGE BACKED | AT COST | $72,835 | $70,927 |
| 3,157.67 SHARES JPMORGAN DISCIPLINED EQUITY | AT COST | $72,500 | $74,584 |
| 777.99 SHARES OPPENHEIMER INTL GROWTH FD | AT COST | $26,125 | $26,981 |
| 2,554.67 SHARES TRANSAMERICA INTERNATIONAL | AT COST | $39,298 | $41,948 |
| 371.98 SHARES VANGUARD MID CAP INDEX ADM | AT COST | $60,171 | $60,610 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $1,299 | BOYBookValueAmt |
| EOY Book Value | $1,114 | EOYBookValueAmt |
| EOYFMV | $1,114 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NH FILING FEE | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,589 | Amt |
| Net Investment Income | $10,589 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2016 FEDERAL ESTIMATES | $388 | $0 | $0 |
| 2015 FEDERAL BALANCE DUE | $500 | $0 | $0 |
| 2016 FOREIGN DIVIDEND TAX | $98 | $98 | $0 |