TABAK FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TABAK FAMILY FOUNDATION INC (EIN 22-3480463)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201501349349102395
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T14:31:56-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKIN & GUTTENPLAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 TICES LANE | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223480463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TABAK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSEPH TABAK | InCareOfNm |
| Business Name Control | TABA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 WYANDOTTE TRAIL | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERY TABAK | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7328463000 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL M LOVERDE CPA | PreparerPersonNm |
| PTIN | P00099532 | PTIN |
| Phone | 7328463000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $162,875 | 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 | $50,736 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,945 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,528 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$416 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$416 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $65,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,060 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,137 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,138 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,322 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,138 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,598 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,598 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,736 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,601 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,539 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $99,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $102,756 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $112,093 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $47,606 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,243 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $126,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $162,875 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $126,830 | RetainedEarningBOYAmt |
| Retained Earning EOY | $154,901 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $154,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $126,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $154,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,071 | ExcessRevenueOverExpensesAmt |
| Subtotal | $154,901 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $154,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | $4,387 | $4,387 | $4,387 | |||
| VARIOUS SHORT TERM SECURITY SALES | P | $21,600 | $377 | $377 | $21,223 | ||
| VARIOUS LONG TERM SECURITY SALES | P | $15,694 | $3,908 | $3,908 | $11,786 | ||
| SUNOCO LOGISTICS PARTNER LP | D | $77,356 | $39,856 | $39,856 | $37,500 | 2005-05-17 | 2014-02-06 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,528 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,532 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $94,031 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.67565 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,249 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $81,031 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.015031 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $77,982 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $116,983 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.66661 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,357 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $96,218 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.710439 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $102,826 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.430825 | DistributionYr5Rt |
| Total Distribution | 3.498555 | TotalDistributionRt |
| Average Distribution | 0.699711 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $149,724 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,764 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $486 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $105,250 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,736 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $972 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $972 | SubtotalAmt |
| Tax Based On Investment Income | $972 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16 | TotalPaymentsAndCreditsAmt |
| Tax Due | $956 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH TABAK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5617328802 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESTATE DRIVE | AddressLine1Txt |
| City | BOYNTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY TABAK | ||||||
| 875 PARK AVENUE | NEW YORK | NY | 10021 | SEC/TREAS | 2.0 | $0 |
| STEVEN TABAK | ||||||
| 1031 WYANDOTTE TRAIL | WESTFIELD | NJ | 07090 | TRUSTEE | 2.0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $143,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $152,004 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $152,004 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,280 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $149,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,486 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,486 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $972 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $972 | TotalTaxAmt |
| Distributable Before Adj | $6,514 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,514 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,514 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,736 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $34,736 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $34,736 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,514 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,216 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,766 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $72,811 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79,559 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,748 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $315,100 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,736 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,222 | RemainingDistriFromCorpusAmt |
| Total Corpus | $343,322 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $39,216 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $304,106 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $63,766 | ExcessFromYear4Amt |
| Excess From Year3 | $72,811 | ExcessFromYear3Amt |
| Excess From Year2 | $79,559 | ExcessFromYear2Amt |
| Excess From Year1 | $59,748 | ExcessFromYear1Amt |
| Excess From Current Year | $28,222 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH TABAK | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| FREEDMAN CENTER FOR JEWISH LIFE A DUKE UNIVERSITY | ||||||||
| 1415 FABER STREET | PO BOX 90936 | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $6,000 |
| JEWISH FEDERATION OF CENTRAL NEW JERSEY | ||||||||
| 1391 MARTINE AVE | SCOTCH PLAINS | NJ | 07090 | NONE | PC | GENERAL SUPPORT | $9,018 | |
| TEMPLE EMANU-EL CENTER FOR JEWISH LEARNING | ||||||||
| 756 EAST BROAD STREET | WESTFIELD | NJ | 07090 | NONE | PC | GENERAL SUPPORT | $1,080 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HIGHLAND PARK CONSERVATIVE TEMPLE & CENTER | ||||||||
| 201 SOUTH THIRD AVE | HIGHLAND | NJ | 08904 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CENTER FOR GREAT EXPECATIONS | ||||||||
| 19B DELLWOOD LANE | SOMERSET | NJ | 08873 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MORRISTOWN BEARD SCHOOL | ||||||||
| 70 WHIPPANY ROAD | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 1031 WYANDOTTE TRAIL | WESTFIELD | NJ | 07090 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SAINT PETER'S FOUNDATION | ||||||||
| 254 EASTON AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| RABBI LEVINES DISCRETIONARY FUND | ||||||||
| 205 ELBO LANE | MOUNT LAUREL | NJ | 08054 | NONE | PC | GENERAL SUPPORT | $500 | |
| RODEPH SHOLOM | ||||||||
| 7 WEST 83RD STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,598 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,945 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,998 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,946 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,946 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOSEPH TABAK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESTATE DRIVE | AddressLine1Txt |
| City | BOYTON BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334366202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,736 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,200 SHARES OF SEALED AIR CORP | NoncashPropertyDesc |
| Fair Market Value | $50,736 | FairMarketValueAmt |
| Received | 2014-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,275 | Amt |
| Net Investment Income | $1,137 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,138 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BANK OF AMERICA | BondNm |
| EOY Book Value | $47,606 | EOYBookValueAmt |
| EOYFMV | $46,243 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BANK OF AMERICA | StockNm |
| EOY Book Value | $102,756 | EOYBookValueAmt |
| EOYFMV | $112,093 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $1,252 | $1,252 |
| FOREIGN TAXES PAID | $58 | $58 |
| INTEREST EXPENSE | $12 | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | -$416 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$416 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
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