KENNETH AND CLAUDIA SILVERMAN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND CLAUDIA SILVERMAN FAMILY FOUNDATION (EIN 22-6831069)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349101506
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T11:41:19-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221430039 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOBEL AND CO LLC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 EISENHOWER PARKWAY | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070391711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226831069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND CLAUDIA SILVERMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 9737650100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH SILVERMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9737650100 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN D SOBEL | PreparerPersonNm |
| PTIN | P01339002 | PTIN |
| Phone | 9739949494 | PhoneNum |
| Preparation | 2016-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $10,054,783 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $258,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,402 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $461,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,636,976 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $461,209 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $719,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $640,649 | 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 |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $51 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $51 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,371 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $493 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $169,741 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,204 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $276,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $147,748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $987,404 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $987,404 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,263,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $147,748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $987,404 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$544,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $492,901 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $806,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,329,165 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,329,165 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,881,130 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,806,040 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,946,322 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,353,380 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,790,830 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,593,540 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,587,215 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,185,756 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,040,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,513,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,054,783 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16,690 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,690 | 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 | $11,040,784 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,496,560 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,040,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,496,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,040,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,513,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,040,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$544,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,496,560 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,496,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO | P | 2014-05-23 | 2015-03-02 | $25,000 | $25,000 | $0 | $0 |
| WELLS FARGO | P | 2014-11-18 | 2015-12-01 | $5,000 | $5,000 | $0 | $0 |
| WELLS FARGO | P | 2009-08-21 | 2015-01-07 | $493,203 | $489,435 | $3,768 | $3,768 |
| FIDELITY - 6678 | P | 2014-10-22 | 2015-03-02 | $257,904 | $258,197 | -$293 | -$293 |
| FIDELITY - 6678 | P | 2012-01-25 | 2015-04-22 | $1,209,058 | $1,085,256 | $123,802 | $123,802 |
| FIDELITY - 6678 | P | 2012-07-30 | 2015-04-22 | $754,366 | $585,144 | $169,222 | $169,222 |
| FIDELITY - 0550 | P | 2014-10-15 | 2015-04-23 | $3,613,068 | $3,539,040 | $74,028 | $74,028 |
| JP MORGAN - 1007 | P | 2015-05-22 | 2015-08-06 | $21,481 | $24,811 | -$3,330 | -$3,330 |
| JP MORGAN - 6000 | P | 2014-12-05 | 2015-02-22 | $1,506,502 | $1,504,116 | $2,386 | $2,386 |
| JP MORGAN - 6000 | P | 2009-02-04 | 2015-03-16 | $646,685 | $600,000 | $46,685 | $46,685 |
| JP MORGAN - 8009 | P | 2015-06-02 | 2015-09-22 | $35,799 | $37,165 | -$1,366 | -$1,366 |
| GOLDMAN SACHS | P | 2015-08-19 | 2015-08-21 | $33,596 | $22,603 | $10,993 | $10,993 |
| GLENVIEW | P | 2015-01-12 | 2015-04-25 | $19,511 | $19,511 | $19,511 | |
| THIRD POINT | P | 2015-01-12 | 2015-03-16 | $13,955 | $13,955 | $13,955 | |
| CAPITAL GAINS DIVIDENDS | P | $1,848 | $1,848 | $1,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $461,209 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $914,551 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,249,736 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041104 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $857,114 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,427,373 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040001 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,531,945 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,873,867 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.129018 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $899,618 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,822,496 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070159 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $756,736 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,142,340 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057580 | DistributionYr5Rt |
| Total Distribution | 0.337862 | TotalDistributionRt |
| Average Distribution | 0.067572 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,321,052 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,440,706 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,929 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,445,635 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $987,404 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,858 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,858 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,868 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,868 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,010 | OverpaymentAmt |
| Applied To ES Tax | $7,010 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9737650100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH SILVERMAN | ||||||||
| 10 HILL HOLLOW RD | WATCHUNG | NJ | 07060 | TRUSTEE/SETTLOR | 0.00 | $0 | $0 | $0 |
| CLAUDIA SILVERMAN | ||||||||
| 10 HILL HOLLOW RD | WATCHUNG | NJ | 07060 | TRUSTEE/SETTLOR | 0.00 | $0 | $0 | $0 |
| BRITTANY SILVERMAN | ||||||||
| 788 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE(FULL YEAR)/MANAGER | 30.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES C COSTIN MD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | DONATION CONSULTANT | ServiceTypeTxt |
| Compensation | $80,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $19,025,439 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,620,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,645,738 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,645,738 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $324,686 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,321,052 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,066,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,066,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,858 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $503 | IncomeTaxAmt |
| Total Tax | $10,361 | TotalTaxAmt |
| Distributable Before Adj | $1,055,692 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,055,692 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,055,692 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $987,404 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $987,404 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $987,404 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,055,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $111,187 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $271,251 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $947,798 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,330,236 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $987,404 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $987,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $68,288 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $68,288 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,261,948 | 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 | $42,899 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,219,049 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $271,251 | ExcessFromYear4Amt |
| Excess From Year3 | $947,798 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH SILVERMAN | ContributingManagerNm |
| Contributing Manager | CLAUDIA SILVERMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH SILVERMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 825 | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9737650100 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FROM THE APPLICANT INDICATING THE PURPOSE OF THE ORGANIZATION AND THE PROPOSED USE OF THE REQUESTED CONTRIBUTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||||||
| 75 FRANCIS ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL CHARITABLE | $5,000 | |||||
| BUCKNELL UNIVERSITY | ||||||||||||
| 701 MOORE AVE | LEWISBURG | PA | 17837 | NONE | PC | GENERAL CHARITABLE | $20,000 | |||||
| CHABAD UPPER EAST SIDE | ||||||||||||
| 419 EAST 77TH STREET | NEW YORK | NY | 10075 | NONE | PC | GENERAL CHARITABLE | $50,000 | |||||
| CREATURE COMFORT PET THERAPY | ||||||||||||
| PO BOX 872 | MORRIS PLAINS | NJ | 07950 | NONE | PC | GENERAL CHARITABLE | $3,000 | |||||
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | ||||||||||||
| 100 MADISON AVE | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL CHARITABLE | $125,000 | |||||
| GILL ST BERNARD'S SCHOOL | ||||||||||||
| SAINT BERNARDS ROAD | GLADSTONE | NJ | 07934 | NONE | PC | GENERAL CHARITABLE | $25,000 | |||||
| GIST CANCER RESEARCH FUND | ||||||||||||
| 55 SAW MILL ROAD | NEW CITY | NY | 10956 | NONE | PC | GENERAL CHARITABLE | $1,000 | |||||
| GOODS FOR GOOD | ||||||||||||
| 180 VARICK STREET SUITE 1207 | NEW YORK | NY | 10014 | NONE | PC | GENERAL CHARITABLE | $25,000 | |||||
| ISRAEL SPORTS EXCHANGE | ||||||||||||
| 4201 CHURCH RD | MT LAUREL | NJ | 08054 | NONE | PC | GENERAL CHARITABLE | $12,800 | |||||
| JDRF (JUVENILE DIABETES RESEARCH FOUNDATION) | ||||||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL CHARITABLE | $1,000 | |||||
| JOHN HOPKINS UNIVERSITY MEDICINE | ||||||||||||
| ONE CHARLES CENTER 100 NORTH | BALTIMORE | MD | 21201 | NONE | PC | GENERAL CHARITABLE | $83,333 | CHARLES ST | ||||
| LYMPHOMA RESEARCH FOUNDATION | ||||||||||||
| 115 BROADWAY SUITE 1301 | NEW YORK | NY | 10006 | NONE | PC | GENERAL CHARITABLE | $1,000 | |||||
| MARCH OF DIMES | ||||||||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PC | GENERAL CHARITABLE | $1,000 | |||||
| MAYO PERFORMING ARTS | ||||||||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL CHARITABLE | $10,000 | |||||
| MT SINAI SCHOOL OF MEDICINE | ||||||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | GENERAL CHARITABLE | $50,000 | |||||
| NYU FACES | ||||||||||||
| 223 E 34TH STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL CHARITABLE | $5,000 | |||||
| SPECIAL OLYMPICS NEW JERSEY | ||||||||||||
| 3 PRINCESS RD | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL CHARITABLE | $250 | |||||
| ST BARNABAS MEDICAL CENTER FOUNDATION | ||||||||||||
| 95 OLD SHORT HILLS ROAD | WEST ORANGE | NJ | 07052 | NONE | PC | GENERAL CHARITABLE | $85,444 | |||||
| SUMMIT MEDICAL GROUP FOUNDATION | ||||||||||||
| 1 DIAMOND HILL ROAD | BERKELEY HEIGHTS | NJ | 07922 | NONE | PC | GENERAL CHARITABLE | $3,050 | |||||
| THE BURDEN NEUROLOGICAL INSTITUTE | ||||||||||||
| NONE | PC | GENERAL CHARITABLE | $400,000 | BRISTOL BS8 1TH | BRISTOL BS TH | BRISTOL, UK | UK | |||||
| THE JIMMY HERSH FAMILY FUND | ||||||||||||
| PO BOX 165 | PARSIPPANY | NJ | 07054 | NONE | PC | GENERAL CHARITABLE | $1,000 | |||||
| ALBANY COMMUNITY ACTION PARTNERSHIP | ||||||||||||
| 333 SHERIDAN AVENUE | ALBANY | NY | 12206 | NONE | PC | GENERAL CHARITABLE | $1,000 | |||||
| ICAHN SCHOOL OF MEDICINE | ||||||||||||
| 1 GUSTAVE L LEVP PL | NEW YORK | NY | 10029 | NONE | PC | GENERAL CHARITABLE | $66,667 | |||||
| NASW-NJ 45TH ANNIVERSARY GALA (NATIONAL ASSOCIATION OF SOCIAL WORKERS) | ||||||||||||
| 3 GOLF DRIVE | KENILWORTH | NJ | 07033 | NONE | PC | GENERAL CHARITABLE | $1,000 | |||||
| TEAM JOSEPH | ||||||||||||
| 3050 UNION LAKE RD SUITE 8F | COMMERCE TWP | MI | 48382 | NONE | PC | GENERAL CHARITABLE | $500 | |||||
| THE CHILDRENS INSTITUTE | ||||||||||||
| 6 REGENT STREET | LIVINGSTON | NJ | 07039 | NONE | PC | GENERAL CHARITABLE | $10,000 | |||||
| THE LUSTGARTEN FOUNDATION | ||||||||||||
| 1111 STEWART AVE | BETHPAGE | NY | 11714 | NONE | PC | GENERAL CHARITABLE | $360 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $987,404 | 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 | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,096 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $461,209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $719,343 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $719,343 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN - 300-36000 EQ | BondNm |
| EOY Book Value | $1,790,830 | EOYBookValueAmt |
| EOYFMV | $1,593,540 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - SECURITIES #6678 | $0 | $0 |
| MORGAN STANLEY - SECURITIES | $945,258 | $1,005,944 |
| WELLS FARGO | $1,731,027 | $1,865,033 |
| FIDELITY - SECURITIES #0550 | $0 | $0 |
| JPMORGAN 1007 | $241,623 | $244,691 |
| JP MORGAN 8009 | $888,132 | $830,654 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WILLIAMS PARTNERS LP | AT COST | $61,577 | $41,775 |
| MACKAY | AT COST | $492,172 | $475,733 |
| THIRD POINT | AT COST | $513,955 | $498,351 |
| THIRD POINT | AT COST | $500,000 | $471,544 |
| YORK | AT COST | $1,000,000 | $943,914 |
| GLENVIEW CAPITAL | AT COST | $1,019,511 | $754,439 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $32,092 | $21,502 | $0 |
| ORIGINATION FEE OFFSHORE | $32,500 | $32,500 | $0 |
| PASS THROUGH K-1 LOSS & EXPENSE | $8,202 | $8,202 | $0 |
| EXPENSES RELATED TO INVESTMENT SECURITIES | $96,947 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MACKAY PUERTO RICO OPP | Desc |
| Revenue And Expenses Per Books | $21 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOLDMAN SACHS PUTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $16,690 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $80,000 | Amt |
| Net Investment Income | $80,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX | $20,878 | $0 | $0 |
| FOREIGN TAX | $493 | $493 | $0 |
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