IRVING AND BERNICE SINGER FAMILY: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- IRVING AND BERNICE SINGER FAMILY (EIN 02-0449779)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201643209349100049
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T09:23:28-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021293742 | 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 | 020449779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IRVING AND BERNICE SINGER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 6036694100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GARY J SINGER PO BOX 16415 | AddressLine1Txt |
| City | HOOKSETT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 031066415 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SYDNEY | PersonNm |
| Person Title | TREASURER/TRUSTEE | PersonTitleTxt |
| Phone | 6036694100 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J FLEURIEL JR | PreparerPersonNm |
| PTIN | P01061273 | PTIN |
| Phone | 6179129000 | PhoneNum |
| 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 | $1,222,580 | 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 | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,631 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,631 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $178,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,452 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $71,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,101 | 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 |
| Other Prof Fees Rev And Expnss | $11,509 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,509 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $196 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,705 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,989 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,989 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,705 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,396 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,075 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,417 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,417 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,128,832 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,050,256 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,182,864 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,299 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,299 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,142,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,089,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,222,580 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,142,907 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,089,972 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,142,907 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,089,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,142,907 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,089,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,142,907 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,643 | OtherIncreasesAmt |
| Subtotal | $1,089,972 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,089,972 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CITIZENS BANK - SHORT TERM | 2014-12-17 | 2015-11-23 | $44 | $44 | $0 | $0 | |
| CITIZENS BANK - LONG TERM | 2015-12-31 | $160,726 | $136,710 | $24,016 | $24,016 | ||
| CAPITAL GAINS DIVIDENDS | $17,436 | $17,436 | $17,436 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,452 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,359 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,366,552 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $113,204 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,361,966 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083118 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $69,433 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,327,504 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052303 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,325,071 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055091 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $251,122 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,357,891 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.184935 | DistributionYr5Rt |
| Total Distribution | 0.450350 | TotalDistributionRt |
| Average Distribution | 0.090070 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,261,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $113,641 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $594 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $114,235 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,064 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,188 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,188 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $812 | OverpaymentAmt |
| Applied To ES Tax | $812 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | 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 |
| Individual With Books | GARY SINGER | IndividualWithBooksNm |
| Phone | 6036694100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16415 | AddressLine1Txt |
| City | HOOKSETT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 031066415 | 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 |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| BERNICE SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| ROBERT SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03104 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| STEPHEN SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| STEWART SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | PA | 19025 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| JOY SYDNEY | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| GARY J SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | PRESIDENT/TRUSTEE | 0.01 | $0 | $0 | $0 |
| JEFFREY SINGER | ||||||||
| PO BOX 16415 | HOOKSETT | NH | 03106 | VICE PRESIDENT/TRUSTEE | 0.01 | $0 | $0 | $0 |
| MICHAEL SYDNEY | ||||||||
| PO BOX 16415 | HOOKSETT | NE | 03106 | TREASURER/TRUSTEE | 0.02 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,253,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,246 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,299 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,280,910 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,280,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,261,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,085 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,085 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,188 | TotalTaxAmt |
| Distributable Before Adj | $61,897 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,397 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,397 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $111,064 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $111,064 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $183,783 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,794 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,969 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,708 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,865 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $274,119 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,397 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,667 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $322,786 | 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 | $183,783 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $139,003 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,794 | ExcessFromYear4Amt |
| Excess From Year3 | $3,969 | ExcessFromYear3Amt |
| Excess From Year2 | $45,708 | ExcessFromYear2Amt |
| Excess From Year1 | $35,865 | ExcessFromYear1Amt |
| Excess From Current Year | $48,667 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY J SINGER | ContributingManagerNm |
| Contributing Manager | MICHAEL SYDNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABRAMSON CENTER FOR JEWISH LIFE | ||||||||
| 1425 HORSHAM ROAD | NORTH WALES | PA | 19002 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AISH CAMPUS BOSTON | ||||||||
| 14 EMBASSY ROAD | BRIGHTON | MA | 02135 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $450 | |
| BONEI OLAM | ||||||||
| 1755 46TH STREET | BROOKLYN | NY | 11204 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| BROOKLINE EMERGENCY FOOD PANTRY | ||||||||
| 15 ST PAUL STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| CAMP GAN ISRAEL | ||||||||
| 7 CAMELOT PLACE | MANCHESTER | NH | 03104 | NONE | PC | JEWISH PRIDE NIGHT | $3,000 | |
| CAMP SIMCHA SPECIAL | ||||||||
| 151 WEST 30TH STREET THIRD FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| CHABAD LUBAVITCH OF NEW HAMPSHIRE | ||||||||
| 7 CAMELOT PLACE | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHABAD LUBAVITCH OF ULSTER COUNTY | ||||||||
| 254 LUCAS AVENUE | KINGSTON | NY | 12401 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| CHABAD OF ACTON | ||||||||
| 148 GREAT ROAD | ACTON | MA | 01720 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CHAI CENTER OF BROOKLINE | ||||||||
| 105 ST PAUL STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CHILDREN AT HEART | ||||||||
| C/O CHABADS CHILDREN OF CHERNOBYL | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | 675 THIRD AVENUE SUITE 3210 |
| CONGREGATION B'NAI JACOB | ||||||||
| 7926 ALGON AVENUE | PHILADELPHIA | PA | 19111 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| CONGREGATION BETH EL-ATERETH ISRAEL | ||||||||
| 561 WARD STREET | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $750 | |
| CONGREGATION MAGEN DAVID | ||||||||
| 395 DEAL ROAD | OCEAN | NJ | 07712 | NONE | PC | GENERAL OPERATING SUPPORT | $125 | |
| COUNT ME IN | ||||||||
| 788 EAST 4TH STREET | BROOKLYN | NY | 11218 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH ST 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $1,589 | |
| EASTER SEALS NH | ||||||||
| 555 AUBURN STREET | MANCHESTER | NH | 03103 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| EZZRA CORNMAN BAR MITZVAH FOUNDATION | ||||||||
| PO BOX 230686 | BROOKLYN | NY | 11223 | NONE | PC | GENERAL OPERATING SUPPORT | $300 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING SUPPORT | $450 | |
| FOREST HILLS JEWISH CENTER | ||||||||
| 106-06 QUEENS BOULEVARD | QUEENS | NY | 11375 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES NEW YORK REGION | ||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| FRIENDS OF UNITED HATZALAH | ||||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| FRIENDS OF YASHAR LACHAYAL | ||||||||
| 20 CHALMERS ROAD | EAST BRUNSWICK | NJ | 08816 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| GIFT OF LIFE BONE MARROW FOUNDATION | ||||||||
| 800 YAMATO ROAD SUITE 101 | BOCA RATON | FL | 33431 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| JAFINA | ||||||||
| 633 THIRD AVENUE 21ST FLOOR SUITE C | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| JEWISH FEDERATION OF NEW HAMPSHIRE | ||||||||
| 698 BEECH STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JEWISH FOUNDATION OF ULSTER COUNTY | ||||||||
| 259 MILLERS LANE EXT | KINGSTON | NY | 12401 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| LIBERTY HOUSE INC | ||||||||
| 75 W BAKER STREET | MANCHESTER | NH | 03103 | NONE | PC | GENERAL OPERATING SUPPORT | $2,400 | |
| LUBAVITCH OF MONTGOMERY COUNTY | ||||||||
| 1311 FORT WASHINGTON AVENUE | FORT WASHINGTON | PA | 19034 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| LUBAVITCH YESHIVA ACADEMY OF LONGMEADOW | ||||||||
| 1148 CONVERSE STREET | LONGMEADOW | MA | 01106 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MAIMONIDES SCHOOL | ||||||||
| 34 PHILBRICK ROAD | BROOKLINE | MA | 02445 | NONE | PC | $7,500 GENERAL OPERATING SUPPORT; $1,000 GITTEL SOUP KITCHEN | $8,500 | |
| MANCHESTER CITY LIBRARY FOUNDATION | ||||||||
| 405 PINE STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| MANCHESTER MOVES INC | ||||||||
| C/O MARTIGNETTI WINES 34 FIR STREET | MANCHESTER | NH | 03101 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | 3 |
| MASBIA | ||||||||
| PO BOX 191181 | BROOKLYN | NY | 11219 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| MAYYIM HAYYIM | ||||||||
| 1838 WASHINGTON STREET | NEWTON | MA | 02466 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| MOORE CENTER SERVICES INC | ||||||||
| 195 MCGREGOR STREET SUITE 400 | MANCHESTER | NH | 03012 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| NEW ENGLAND REGION NCSY | ||||||||
| 212 SUMNER STREET | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| OHEL SIMCHA | ||||||||
| 295 PARK AVENUE | LONG BRANCH | NJ | 07740 | NONE | PC | GENERAL OPERATING SUPPORT | $1,325 | |
| PJ LIBRARY | ||||||||
| 380 UNION STREET SUITE 200 | WEST SPRINGFIELD | MA | 01089 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| PRADER-WILLI SYNDROME ASSOCIATION | ||||||||
| 8588 POTTER PARK DRIVE SUITE 500 | SARASOTA | FL | 34238 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| RESCUE DOGS ROCK | ||||||||
| 74 E 79TH STREET SUITE 12 | NEW YORK | NY | 10075 | NONE | PC | GENERAL OPERATING SUPPORT | $100 | |
| ROFEH INTERNATIONAL | ||||||||
| 1710 BEACON STREET | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| SHALVA | ||||||||
| 315 FIFTH AVENUE 6TH FL | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| TEMPLE ADATH YOSHURUN BROTHERHOOD | ||||||||
| 152 PROSPECT STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| TEMPLE EMANUEL | ||||||||
| 385 WARD STREET | NEWTON | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| TEMPLE ISRAEL OF MANCHESTER | ||||||||
| 66 SALMON STREET | MANCHESTER | NH | 03104 | NONE | PC | GENERAL OPERATING SUPPORT | $11,000 | |
| THE KOBY MANDELL FOUNDATION | ||||||||
| 366 PEARSALL AVENUE SUITE 1 | CEDARHURST | NY | 11516 | NONE | POF | GENERAL OPERATING SUPPORT | $500 | |
| TRUSTEES OF THE NEWTON FREE LIBRARY | ||||||||
| 330 HOMER STREET | NEWTON CENTER | MA | 02459 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| TULANE HILLEL | ||||||||
| 912 BROADWAY | NEW ORLEANS | LA | 70118 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| WESTCHESTER TORAH ACADEMY | ||||||||
| 1000 PINEBROOK BLVD | NEW ROCHELLE | NY | 10804 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| YAD CHESSED FUND | ||||||||
| PO BOX 470752 | BROOKLINE | MA | 02447 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| YOUNG ISRAEL OF BROOKLINE | ||||||||
| 62 GREEN STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,989 | 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 | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,631 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,452 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,101 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,101 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KOBY MANDELL FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 366 PEARSALL AVENUE SUITE 1 | AddressLine1Txt |
| City | CEDARHURST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2015-11-25 | GrantDt |
| Grant | $500 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Expended By Grantee | $500 | ExpendedByGranteeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,178.77 SHARES VANGUARD 500 INDEX FUND ADMIRAL | AT COST | $124,633 | $222,175 |
| 6,481.77 SHARES VANGUARD ADMIRAL GNMA FD | AT COST | $65,453 | $69,096 |
| 3,762.30 SHARES TEMPLETON INSTITUTIONAL FOREIGN EQUITY | AT COST | $72,728 | $71,672 |
| 1,997.61 DREYFUS MIDCAP INDEX FUND | AT COST | $58,577 | $64,543 |
| 31,022.77 SHARES VANGUARD INTERMEDIATE TERM BOND | AT COST | $336,243 | $349,316 |
| 1,860.85 SHARES VANGUARD WINDSOR II ADMIRAL | AT COST | $106,118 | $110,608 |
| 561.30 SHARES VANGUARD MORGAN GROWTH ADMIRAL | AT COST | $37,360 | $43,327 |
| 9,025.39 SHARES VANGUARD SHORT-TERM BOND INDEX | AT COST | $95,305 | $94,135 |
| 425 SHARES ISHARES CORE S&P 500 ETF | AT COST | $76,797 | $87,070 |
| 2,878.01 SHARES PUTNAM ABSOLUTE RETURN 700 Y | AT COST | $36,897 | $31,917 |
| 2,141.33 SHARES METROPOLITAN WEST HIGH YD BD 1 | AT COST | $20,000 | $19,507 |
| 2,094.28 SHARES COLUMBIA INCOME OPPORTUNITIES | AT COST | $20,145 | $19,498 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| EOY Book Value | $1,299 | EOYBookValueAmt |
| EOYFMV | $1,299 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NH FILING FEE | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE CONTRIBUTION REVERSAL REPORTED ON 2014 RETURN | $500 |
| PRIOR PERIOD ADJUSTMENTS | $1,143 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $11,509 | Amt |
| Net Investment Income | $11,509 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2015 ESTIMATES | $2,000 | $0 | $0 |
| 2014 BALANCE DUE | $1,010 | $0 | $0 |
| 2015 FOREIGN DIVIDEND TAX | $196 | $196 | $0 |