JUDITH & LESTER LIEBERMAN FOUNDATION A NEW JERSEY NONPROFIT: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH & LESTER LIEBERMAN FOUNDATION A NEW JERSEY NONPROFIT (EIN 22-3584229)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201701299349100605
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T06:14:52-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gittelman & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2369 | AddressLine1Txt |
| City | Clifton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070152369 | 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 | 223584229 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JUDITH & LESTER LIEBERMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDI | BusinessNameControlTxt |
| Phone | 3017607525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 SPRING VALLEY ROAD | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH LIEBERMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark I Gittelman CPA | PreparerPersonNm |
| PTIN | P00059708 | PTIN |
| Phone | 9737788885 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $277,327 | 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 | $390,351 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $221,073 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,745 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $480,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,875 | TotalNetInvstIncmAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $147 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,137 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,137 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,137 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $327,940 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,722 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,008 | CorporateStockBOYAmt |
| Corporate Stock EOY | $104,576 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $195,605 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $29,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $186,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $277,327 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $29,812 | RetainedEarningBOYAmt |
| Retained Earning EOY | $186,298 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $186,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $186,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $327,940 | ExcessRevenueOverExpensesAmt |
| Subtotal | $357,752 | SubtotalAmt |
| Other Decreases | $171,454 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $186,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 900 QORVO INC | P | 2013-11-04 | 2016-12-31 | $45,059 | $19,008 | $26,051 | $26,051 |
| 1650 ROYAL CARIBBEAN CRUISES | D | 2013-11-04 | 2016-12-31 | $125,346 | $70,208 | $55,138 | $55,138 |
| 1200 TEVA PHARMACEUTICALS | P | 2013-11-04 | 2016-11-03 | $50,668 | $44,112 | $6,556 | $6,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,745 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,934 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $186,454 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.78804 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $670,712 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $263,618 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.54426 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $173,095 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $332,062 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.52127 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $181,582 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $365,605 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.49666 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $196,311 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $432,492 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.45391 | DistributionYr5Rt |
| Total Distribution | 4.804143 | TotalDistributionRt |
| Average Distribution | 0.960829 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $200,894 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $193,025 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $897 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $193,922 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $152,137 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,795 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,795 | SubtotalAmt |
| Tax Based On Investment Income | $1,795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,776 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,776 | TotalPaymentsAndCreditsAmt |
| Tax Due | $19 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH LIEBERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3017607525 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 SPRING VAALLY REOAD | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079604454 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JUDITH LIEBERMAN | ||||||
| SPRING VALLEY ROAD | MORRISTOWN | NJ | 07960 | President | 0.00 | $0 |
| SUSAN LIEBERMAN | ||||||
| SPRING VALLEY ROAD | MORRISTOWN | NJ | 07960 | Treasurer | 0.00 | $0 |
| JANE LIEBERMAN | ||||||
| SPRING VALLEY ROAD | MORRISTOWN | NJ | 07960 | Vice President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $168,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $203,953 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $203,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $200,894 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,795 | TotalTaxAmt |
| Distributable Before Adj | $8,250 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,250 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,250 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,137 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $152,137 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $152,137 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,250 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $174,994 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $163,374 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $158,602 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $661,721 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,384 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,298,075 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $152,137 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $143,887 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,441,962 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $174,994 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,266,968 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $163,374 | ExcessFromYear4Amt |
| Excess From Year3 | $158,602 | ExcessFromYear3Amt |
| Excess From Year2 | $661,721 | ExcessFromYear2Amt |
| Excess From Year1 | $139,384 | ExcessFromYear1Amt |
| Excess From Current Year | $143,887 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDITH LIEBERMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 SPRING VALLEY ROAD | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3017607525 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN SPECIFYING PURPOSE OF CONTRIBUTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED LISTING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $152,137 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,137 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,130 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,745 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,875 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,875 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JUDITH LIEBERMAN | ||||||
| 1 | SPRING VALLEY ROAD | MORRISTOWN | NJ | 07960 | $67,584 | Yes (X) |
| JUDITH LIEBERMAN | ||||||
| 2 | SPRING VALLEY ROAD | MORRISTOWN | NJ | 07960 | $123,989 | Yes (X) |
| JUDITH LIEBERMAN | ||||||
| 3 | SPRING VALLEY ROAD | MORRISTOWN | NJ | 07960 | $198,778 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1200 SHARES TEVA PHARMACEUTICALS | $67,584 | 2016-03-02 |
| 2 | 1650 SHARES ROYAL CARIBBEAN CRUISES LTD | $123,989 | 2016-03-02 |
| 3 | 1900 SHARES ADOBE SYSTEMS INC | $198,778 | 2016-11-28 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN COST AND FAIR VALUE OF DONATED SECURITIES | Desc |
| Amt | $171,454 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $122 | $122 |
| NJ | $25 | $25 |
Comments