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TIA CHARITABLE TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TIA CHARITABLE TR (EIN 47-6743238)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-09
IRS object ID
201741299349100834
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

FieldValueIRS element (for citing)
Return2017-05-09T07:42:10-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476743238EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIA CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTIACBusinessNameControlTxt
Phone7325749000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11299 MAIN STREETAddressLine1Txt
CityRAHWAYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07065ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonISAAC ASHKENAZIPersonNm
Person TitleISAAC ASHKENAZIPersonTitleTxt
Phone7325749000PhoneNum
Signature2017-04-26SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.207.194.178IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-09IPDt
IP Tm07:41:56IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id00C8040E4E24BEB9EB9E95DC0C3099FEE480CF84AtSubmissionCreationDeviceId
At Submission Filing Device Id00C8040E4E24BEB9EB9E95DC0C3099FEE480CF84AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,830,607FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$33,552InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$33,552InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$33,552InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$255,635DividendsRevAndExpnssAmt
Dividends Net Invst Incm$255,635DividendsNetInvstIncmAmt
Dividends Adj Net Incm$255,635DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$308,162NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$810,313GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$308,162CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$2,947OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$2,947OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm-$2,947OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$594,402TotalRevAndExpnssAmt
Total Net Invst Incm$594,402TotalNetInvstIncmAmt
Total Adj Net Incm$286,240TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$601LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$601LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$601LegalFeesAdjNetIncmAmt
Taxes Rev And Expnss$6,376TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,376TaxesNetInvstIncmAmt
Taxes Adj Net Incm$6,376TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$559OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$559OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$559OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$7,536TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,536TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$7,536TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$507,536TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,536TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$7,536TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$500,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$86,866ExcessRevenueOverExpensesAmt
Net Investment Income$586,866NetInvestmentIncomeAmt
Adjusted Net Income$278,704AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$90,651CashEOYAmt
Cash EOYFMV$90,651CashEOYFMVAmt
Corporate Stock BOY$10,679,525CorporateStockBOYAmt
Corporate Stock EOY$10,143,811CorporateStockEOYAmt
Corporate Stock EOYFMV$10,739,956CorporateStockEOYFMVAmt
Total Assets BOY$10,679,525TotalAssetsBOYAmt
Total Assets EOY$10,234,462TotalAssetsEOYAmt
Total Assets EOYFMV$10,830,607TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$10,679,525RetainedEarningBOYAmt
Retained Earning EOY$10,234,462RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,679,525TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,234,462TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,679,525TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,234,462TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,679,525TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$86,866ExcessRevenueOverExpensesAmt
Other Increases$35,619OtherIncreasesAmt
Subtotal$10,802,010SubtotalAmt
Other Decreases$567,548OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,234,462TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySEE STATEMENT ATTACHEDPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2015-01-01AcquiredDt
Sold2016-12-31SoldDt
Gross Sales Price$810,313GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$502,151CostOrOtherBasisAmt
Gain Or Loss$308,162GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$308,162GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$308,162CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Net Vl Noncharitable Assets Yr1$9,570,628NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$9,378,615NetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,869NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,869AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$500,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,869InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,869SubtotalAmt
Tax Based On Investment Income$5,869TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$36,396EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$36,396TotalPaymentsAndCreditsAmt
Original Return Overpayment-$36,396OriginalReturnOverpaymentAmt
Overpayment$30,527OverpaymentAmt
Applied To ES Tax$6,000AppliedToESTaxAmt
Refund$24,527RefundAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksISAAC ASHKENAZIIndividualWithBooksNm
Phone7325749000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11299 MAIN STREETAddressLine1Txt
CityRAHWAYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07065ZIPCd
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
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

FieldValueIRS element (for citing)
PersonISAAC ASHKENAZIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11299 MAIN STREETAddressLine1Txt
CityRAHWAYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07065ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Expenses2$0Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,521,437AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,521,437TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$9,521,437AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$142,822CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,378,615NetVlNoncharitableAssetsAmt
Minimum Investment Return$468,931MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$468,931MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,869TaxBasedOnInvestmentIncomeAmt
Total Tax$5,869TotalTaxAmt
Distributable Before Adj$463,062DistributableBeforeAdjAmt
Distributable Before Ded$463,062DistributableBeforeDedAmt
Distributable As Adjusted$463,062DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$500,000ExpensesAndContributionsAmt
Qualifying Distributions$500,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,869PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$494,131AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$463,062DistributableAsAdjustedAmt
Undistributed Income PY$432,327UndistributedIncomePYAmt
Qualifying Distributions$500,000QualifyingDistributionsAmt
Applied To Year1$432,327AppliedToYear1Amt
Remaining Distri From Corpus$67,673RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$67,673ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$67,673ExcessDistributionCyovAppCYAmt
Undistributed Income CY$395,389UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerISAAC ASHKENAZIContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonISAAC ASHKENAZIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11299 MAIN STREETAddressLine1Txt
CityRAHWAYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07065ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7325749000RecipientPhoneNum
Form And Info And MaterialsNO RESTRICTIONS ON FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGRANTS 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

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNAL FUNDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1575 MADISON AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusNFPRecipientFoundationStatusTxt
Grant Or Contribution PurposeOUT EXEMPTAID IN CARRYINGFUNCTIONGrantOrContributionPurposeTxt
Amt$500,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$500,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescN/ADesc

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$289,287ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$308,162ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$597,449ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$597,449TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetSEE STATEMENT ATTACHEDAssetDesc
How AcquiredDonatedHowAcquiredTxt
Gross Sales Price$810,313GrossSalesPriceAmt
Basis$502,151BasisAmt
Total Net$308,162TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE STATEMENT ATTACHEDStockNm
EOY Book Value$10,143,811EOYBookValueAmt
EOYFMV$10,739,956EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX ADJUSTMENT ON CAPITAL GAINS$496,298
FEDERAL EXCISE TAX PAID$71,250

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCDesc
Revenue And Expenses Per Books$559RevenueAndExpensesPerBooksAmt
Net Investment Income$559NetInvestmentIncomeAmt
Adjusted Net Income$559AdjustedNetIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SUBSTITUE PAYMENT IN LIEU$4,841$4,841$4,841
TAXABLE INCOME FROM PARTNERSHIPS-$9,636-$9,636-$9,636
LTCG DISTRIBUTIONS$1,848$1,848$1,848

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
PARTNERSHIP DISTRIBUTIONS$25,983
INCOME FROM PARTNERSHIPS$9,636

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX EXPENSECategoryTxt
Amt$6,376Amt
Net Investment Income$6,376NetInvestmentIncomeAmt
Adjusted Net Income$6,376AdjustedNetIncomeAmt

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