BETA

TABAK FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TABAK FAMILY FOUNDATION INC (EIN 22-3480463)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-10
IRS object ID
201743149349100519
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-10T09:29:01-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILKIN & GUTTENPLAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11200 TICES LANEAddressLine1Txt
CityEAST BRUNSWICKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08816ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223480463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TABAK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% STEVEN TABAKInCareOfNm
Business Name ControlTABABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11031 WYANDOTTE TRAILAddressLine1Txt
CityWESTFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07090ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN TABAKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5617328802PhoneNum
Signature2017-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL LOVERDEPreparerPersonNm
PTINP00099532PTIN
Phone7328463000PhoneNum
Preparation2017-11-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.19.78.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id22036720173145000000FederalOriginalSubmissionId
Federal Original Submission Id2017-11-10FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF40DF5D20E3451D271BCC00E9C02F33D3AA7DD89AtSubmissionCreationDeviceId
At Submission Filing Device Id3B33CC36C78102BD25D817EAB19F2004F9C574B6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$389,294FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$241,230ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$5,301DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,301DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,784NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$177,384GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,784CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$139OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$139OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$264,454TotalRevAndExpnssAmt
Total Net Invst Incm$23,224TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$475TaxesRevAndExpnssAmt
Taxes Net Invst Incm$475TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$985OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$985OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,460TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,460TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,810TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,460TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$224,644ExcessRevenueOverExpensesAmt
Net Investment Income$21,764NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,329SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,920SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,920SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$67,260CorporateStockBOYAmt
Corporate Stock EOY$143,532CorporateStockEOYAmt
Corporate Stock EOYFMV$155,949CorporateStockEOYFMVAmt
Corporate Bonds BOY$70,617CorporateBondsBOYAmt
Corporate Bonds EOY$129,707CorporateBondsEOYAmt
Corporate Bonds EOYFMV$125,610CorporateBondsEOYFMVAmt
Other Investments BOY$8,266OtherInvestmentsBOYAmt
Other Investments EOY$36,180OtherInvestmentsEOYAmt
Other Investments EOYFMV$34,815OtherInvestmentsEOYFMVAmt
Total Assets BOY$157,472TotalAssetsBOYAmt
Total Assets EOY$382,339TotalAssetsEOYAmt
Total Assets EOYFMV$389,294TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$157,472RetainedEarningBOYAmt
Retained Earning EOY$382,339RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$157,472TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$382,339TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$157,472TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$382,339TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$157,472TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$224,644ExcessRevenueOverExpensesAmt
Other Increases$223OtherIncreasesAmt
Subtotal$382,339SubtotalAmt
Tot Net Ast Or Fund Balances EOY$382,339TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
US TRUST #2475-AQR MANAGED FUTURES2016-02-082016-04-28$2$2
US TRUST #2475-L/T SALES$4,657$5,848-$1,191-$1,191
US TRUST #2475-AVESIS INC 10,000 SHS2016-01-292016-02-02$164,500$600$10,750$163,900
MERILL LYNCH #2138 - AVESIS EARN OUT PAYMENT2016-06-10$5,000$0$5,000$5,000
MERILL LYNCH #2138 - AVESIS EARN OUT PAYMENT2016-11-22$1,000$0$1,000$1,000
CAPITAL GAIN DIVIDENDS$2,225P
FieldValueIRS element (for citing)
Capital Gain Net Income$17,784CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$34,648AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$157,758NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.219628DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,736AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$149,724NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.232DistributionYr2Rt
Adjusted Qlfy Distri Yr3$63,532AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$94,031NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.67565DistributionYr3Rt
Adjusted Qlfy Distri Yr4$82,249AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$81,031NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.015031DistributionYr4Rt
Adjusted Qlfy Distri Yr5$77,982AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$116,983NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.66661DistributionYr5Rt
Total Distribution2.808919TotalDistributionRt
Average Distribution0.561784AverageDistributionRt
Net Vl Noncharitable Assets$269,270NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$151,272AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$218NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$151,490AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$38,350QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$435InvestmentIncomeExciseTaxAmt
Subtotal$435SubtotalAmt
Tax Based On Investment Income$435TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$431EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$431TotalPaymentsAndCreditsAmt
Tax Due$4TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEVEN TABAKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5617328802PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11031 WYANDOTTE TRAILAddressLine1Txt
CityWESTFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07090ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY TABAK
875 PARK AVENUENEW YORKNY10021SEC/TREAS2.0$0$0$0
STEVEN TABAK
1031 WYANDOTTE TRAILWESTFIELDNJ07090TRUSTEE2.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$231,246AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,125AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$273,371TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$273,371AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,101CashDeemedCharitableAmt
Net Vl Noncharitable Assets$269,270NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,464MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,464MinimumInvestmentReturnAmt
Tax Based On Investment Income$435TaxBasedOnInvestmentIncomeAmt
Total Tax$435TotalTaxAmt
Distributable Before Adj$13,029DistributableBeforeAdjAmt
Distributable Before Ded$13,029DistributableBeforeDedAmt
Distributable As Adjusted$13,029DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$38,350QualifyingDistributionsAmt
Adjusted Qualifying Distri$38,350AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,029DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$72,811ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$79,559ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$59,748ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,222ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,804ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$267,144TotalExcessDistributionCyovAmt
Qualifying Distributions$38,350QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$13,029AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,321RemainingDistriFromCorpusAmt
Total Corpus$292,465TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$72,811ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$219,654ExcessDistriCyovToNextYrAmt
Excess From Year4$79,559ExcessFromYear4Amt
Excess From Year3$59,748ExcessFromYear3Amt
Excess From Year2$28,222ExcessFromYear2Amt
Excess From Year1$26,804ExcessFromYear1Amt
Excess From Current Year$25,321ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH TABAKContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FREEMAN CENTER FOR JEWISH LIFE A DUKE UNIVERSITY
1415 FABER STREETPO BOX 90936DURHAMNC27708NONEPCGENERAL SUPPORT$6,250
JEWISH FEDERATION OF CENTRAL NEW JERSEY
1391 MARTINE AVESCOTCH PLAINSNJ07090NONEPCGENERAL SUPPORT$9,500
TEMPLE EMANU-EL CENTER FOR JEWISH LEARNING
756 EAST BROAD STREETWESTFIELDNJ07090NONEPCGENERAL SUPPORT$1,800
RODEPH SHOLOM
7 WEST 83RD STREETNEW YORKNY10024NONEPCGENERAL SUPPORT$1,800
SYRACUSE UNIVERSITY
900 SOUTH CROUSE AVESYRACUSENY13244NONEPCGENERAL SUPPORT$2,000
HIGHLAND PARK CONSERVATIVE TEMPLE & CENTER
201 SOUTH THIRD AVEHIGHLANDNJ08904NONEPCGENERAL SUPPORT$5,000
THE MUSEUM OF JEWISH HERITAGE
36 BATTERY PLACENEW YORKNY10280NONEPCGENERAL SUPPORT$10,000
JEWISH FEDERATION OF PALM BEACH COUNTY
1 HARVARD CIRCLE SUITE 100WEST PALM BEACHFL33409NONEPCGENERAL SUPPORT$1,000
UJA - FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022NONEPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,301ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,784ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Exclusion01ExclusionCd
Exclusion$139ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,224ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,224TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JOSEPH TABAK
147 ESTATE DRIVEBOYTON BEACHFL334366202$50,000Yes (X)
JOSEPH TABAK
247 ESTATE DRIVEBOYTON BEACHFL334366202$191,230Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
210,000 SHARES OF AVESIS$153,7502016-01-29
2800 SHARES OF SEALED AIR$37,4802016-12-21

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBANK OF AMERICABondNm
EOY Book Value$129,707EOYBookValueAmt
EOYFMV$125,610EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBANK OF AMERICAStockNm
EOY Book Value$143,532EOYBookValueAmt
EOYFMV$155,949EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD REITFMV$16,182$17,331
AQR MANAGED FUTURESFMV$19,998$17,484

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT ADVISORY FEES$872$872
FOREIGN TAXES PAID$48$48
MERRILL ACCOUNT FEE$65$65

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$139RevenueAndExpensesPerBooksAmt
Net Investment Income$139NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONTAXABLE DISTRIBUTIONSDesc
Amt$223Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$475Amt
Net Investment Income$475NetInvestmentIncomeAmt

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