BETA

TABAK FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
TABAK FAMILY FOUNDATION INC (EIN 22-3480463)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-09
IRS object ID
201623149349100807
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-09T09:22:42-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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% JOSEPH 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)
PersonJOSEPH TABAKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5617328802PhoneNum
Signature2016-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL LoVERDE CPAPreparerPersonNm
PTINP00099532PTIN
Phone7328463000PhoneNum
Preparation2016-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$157,446FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,017DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,017DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,940NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$109,599GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,940CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$40,957TotalRevAndExpnssAmt
Total Net Invst Incm$5,957TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$956TaxesRevAndExpnssAmt
Taxes Net Invst Incm$956TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,532OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,532OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,988TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,738TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,398ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,398ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,386TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,738TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$34,648TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,571ExcessRevenueOverExpensesAmt
Net Investment Income$2,219NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,539SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,329SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,329SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$102,756CorporateStockBOYAmt
Corporate Stock EOY$67,260CorporateStockEOYAmt
Corporate Stock EOYFMV$71,809CorporateStockEOYFMVAmt
Corporate Bonds BOY$47,606CorporateBondsBOYAmt
Corporate Bonds EOY$70,617CorporateBondsEOYAmt
Corporate Bonds EOYFMV$66,335CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$8,266OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,973OtherInvestmentsEOYFMVAmt
Total Assets BOY$154,901TotalAssetsBOYAmt
Total Assets EOY$157,472TotalAssetsEOYAmt
Total Assets EOYFMV$157,446TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$154,901RetainedEarningBOYAmt
Retained Earning EOY$157,472RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$154,901TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$157,472TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$154,901TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$157,472TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$154,901TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,571ExcessRevenueOverExpensesAmt
Subtotal$157,472SubtotalAmt
Tot Net Ast Or Fund Balances EOY$157,472TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS SHORT TERM SECURITY SALES2014-02-062015-02-03$46,254$46,267-$13-$13
COLUMBIA FDS SER TR I STRATEGIC2015-02-03$10,120$10,901-$781-$781
CAPITAL GAIN DISTRIBUTION$2,931$0$2,931$2,931
SEALED AIR CORP NEW2014-12-192015-01-05$50,294$50,491-$197-$197
FieldValueIRS element (for citing)
Capital Gain Net Income$1,940CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$34,736AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$149,724NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.232DistributionYr1Rt
Adjusted Qlfy Distri Yr2$63,532AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$94,031NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.67565DistributionYr2Rt
Adjusted Qlfy Distri Yr3$82,249AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$81,031NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.015031DistributionYr3Rt
Adjusted Qlfy Distri Yr4$77,982AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$116,983NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.66661DistributionYr4Rt
Adjusted Qlfy Distri Yr5$68,357AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$96,218NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.710439DistributionYr5Rt
Total Distribution3.29973TotalDistributionRt
Average Distribution0.659946AverageDistributionRt
Net Vl Noncharitable Assets$157,758NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$104,112AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$22NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$104,134AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,648QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$44InvestmentIncomeExciseTaxAmt
Subtotal$44SubtotalAmt
Tax Based On Investment Income$44TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$475AppliedToEsTaxAmt
Total Payments And Credits$475TotalPaymentsAndCreditsAmt
Overpayment$431OverpaymentAmt
Applied To ES Tax$431AppliedToESTaxAmt

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 Line1JOSEPH TABAKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5617328802PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line147 ESTATE DRIVEAddressLine1Txt
CityBOYNTON BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33436ZIPCd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEFFREY TABAK
875 PARK AVENUENEW YORKNY10021SEC/TREAS2.0$0
STEVEN TABAK
1031 WYANDOTTE TRAILWESTFIELDNJ07090TRUSTEE2.0$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$152,226AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,934AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$160,160TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$160,160AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,402CashDeemedCharitableAmt
Net Vl Noncharitable Assets$157,758NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,888MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,888MinimumInvestmentReturnAmt
Tax Based On Investment Income$44TaxBasedOnInvestmentIncomeAmt
Total Tax$44TotalTaxAmt
Distributable Before Adj$7,844DistributableBeforeAdjAmt
Distributable Before Ded$7,844DistributableBeforeDedAmt
Distributable As Adjusted$7,844DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,648ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$34,648QualifyingDistributionsAmt
Adjusted Qualifying Distri$34,648AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,844DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$63,766ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$72,811ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$79,559ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$59,748ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,222ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$304,106TotalExcessDistributionCyovAmt
Qualifying Distributions$34,648QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$7,844AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,804RemainingDistriFromCorpusAmt
Total Corpus$330,910TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$63,766ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$267,144ExcessDistriCyovToNextYrAmt
Excess From Year4$72,811ExcessFromYear4Amt
Excess From Year3$79,559ExcessFromYear3Amt
Excess From Year2$59,748ExcessFromYear2Amt
Excess From Year1$28,222ExcessFromYear1Amt
Excess From Current Year$26,804ExcessFromCurrentYearAmt
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 (8 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$6,000
JEWISH FEDERATION OF CENTRAL NEW JERSEY
1391 MARTINE AVESCOTCH PLAINSNJ07090NONEPCGENERAL SUPPORT$9,018
TEMPLE EMANU-EL CENTER FOR JEWISH LEARNING
756 EAST BROAD STREETWESTFIELDNJ07090NONEPCGENERAL SUPPORT$1,080
RODEPH SHOLOM
7 WEST 83RD STREETNEW YORKNY10024NONEPCGENERAL SUPPORT$3,300
RABBI PESACH RAYMON YESHIVA
2 HARRISON STEDISONNJ08817NONEPCGENERAL SUPPORT$1,000
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$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,398TotalGrantOrContriPdDurYrAmt

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$4,017ExclusionAmt
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$2,137ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,154ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,154TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOSEPH TABAKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line147 ESTATE DRIVEAddressLine1Txt
CityBOYTON BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334366202ZIPCd
FieldValueIRS element (for citing)
Total Contributions$35,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

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$70,617EOYBookValueAmt
EOYFMV$66,335EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBANK OF AMERICAStockNm
EOY Book Value$67,260EOYBookValueAmt
EOYFMV$71,809EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD REITCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$8,266BookValueAmt
EOYFMV$7,973EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT ADVISORY FEES$1,489$1,489
FOREIGN TAXES PAID$43$43

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$956Amt
Net Investment Income$956NetInvestmentIncomeAmt

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