IRVING AND BERNICE SINGER FAMILY: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- IRVING AND BERNICE SINGER FAMILY (EIN 02-0449779)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-30
- IRS object ID
- 201511209349100916
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-30T10:14:49-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER NEWMAN & NOYES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 ELM STREET SUITE 302 | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | 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 | 020449779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Irving and Bernice Singer Family Foundation | BusinessNameLine1Txt |
| 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 | 2015-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 8002447444 | PhoneNum |
| Preparation | 2015-03-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,337,939 | 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 | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,614 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $268,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,060 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $103,692 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,692 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $11,984 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,984 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,359 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,359 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,843 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,359 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,708 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,333 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,075 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,075 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,133,725 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,128,832 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,323,864 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,154,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,142,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,337,939 | 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 | $1,154,058 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,142,907 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,154,058 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,142,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,154,058 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,142,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,154,058 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,151 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,142,907 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,142,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $238,953 | $194,246 | $44,707 | $44,707 | |
| Capital Gains Dividends | $29,353 | $29,353 | $29,353 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,060 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,204 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,361,966 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083118 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,433 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,327,504 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052303 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,325,071 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055091 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $251,122 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,357,891 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.184935 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,281,252 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.003317 | DistributionYr5Rt |
| Total Distribution | 0.378764 | TotalDistributionRt |
| Average Distribution | 0.075753 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,366,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $103,520 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $917 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $104,437 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,359 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,834 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,834 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,834 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $824 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $824 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,010 | TaxDueAmt |
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 | 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 (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 | 0.10 | $0 | $0 | $0 |
| Bernice Singer | ||||||||
| PO Box 16415 | Hooksett | NH | 03106 | Trustee | 0.10 | $0 | $0 | $0 |
| Robert Singer | ||||||||
| PO Box 16415 | Hooksett | NH | 03104 | Trustee | 0.10 | $0 | $0 | $0 |
| Stephen Singer | ||||||||
| PO Box 16415 | Hooksett | NH | 03106 | Trustee | 0.10 | $0 | $0 | $0 |
| Stewart Singer | ||||||||
| PO Box 16415 | Hooksett | PA | 19025 | Trustee | 0.10 | $0 | $0 | $0 |
| Joy Sydney | ||||||||
| PO Box 16415 | Hooksett | NH | 03106 | Trustee | 0.10 | $0 | $0 | $0 |
| Gary J Singer | ||||||||
| PO Box 16415 | Hooksett | NH | 03106 | President/Trustee | 0.20 | $0 | $0 | $0 |
| Jeffrey Singer | ||||||||
| PO Box 16415 | Hooksett | NH | 03106 | Vice President/Trustee | 0.20 | $0 | $0 | $0 |
| Michael Sydney | ||||||||
| PO Box 16415 | Hooksett | NE | 03106 | Treasurer/Trustee | 0.20 | $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 | $1,368,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,387,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,387,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,366,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,328 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,328 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,834 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,834 | TotalTaxAmt |
| Distributable Before Adj | $66,494 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,494 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,494 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,359 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,359 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $102,359 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $183,783 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,794 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,969 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,708 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $238,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,359 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,494 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,865 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $274,119 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $274,119 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $183,783 | ExcessFromYear4Amt |
| Excess From Year3 | $4,794 | ExcessFromYear3Amt |
| Excess From Year2 | $3,969 | ExcessFromYear2Amt |
| Excess From Year1 | $45,708 | ExcessFromYear1Amt |
| Excess From Current Year | $35,865 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Bernice Singer | ContributingManagerNm |
| Contributing Manager | Stewart Singer | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Abramson Center for Jewish Life | |||||||||||
| 1425 Horsham Road | North Wales | PA | 194541320 | None | PC | General Operating Support | $2,500 | ||||
| AIM Academy | |||||||||||
| 1200 River Road | Conshohocken | PA | 19428 | None | PC | General Operating Support | $1,000 | ||||
| Aish Campus Boston | |||||||||||
| 14 Embassy Road | Brighton | MA | 02135 | None | PC | General Operating Support | $1,000 | ||||
| American and Canadian Friends of Alyn Hospital | |||||||||||
| 122 East 42nd Street 1519 | New York | NY | 10168 | None | PC | General Operating Support | $500 | ||||
| American Jewish World Service | |||||||||||
| 45 West 36th Street | New York | NY | 10018 | None | PC | General Operating Support | $833 | ||||
| Big Sister of Boston | |||||||||||
| 161 Massachusetts Avenue | Boston | MA | 02115 | None | PC | General Operating Support | $500 | ||||
| Brookline Emergency Food Pantry | |||||||||||
| 15 St Paul Street | Brookline | MA | 02446 | None | PC | General Operating Support | $500 | ||||
| Camp Gan Israel | |||||||||||
| 580 Crown Street 509 | Brooklyn | NY | 11213 | None | PC | General Operating Support | $1,500 | ||||
| Central Fund of Israel | |||||||||||
| 980 Avenue of the Americas 3rd | New York | NY | 10018 | None | PC | General Operating Support | $1,000 | Floor | |||
| Chabad Lubavitch of New Hampshire | |||||||||||
| 7 Camelot Place | Manchester | NH | 03104 | None | PC | General Operating Support | $10,000 | ||||
| Chabad of Acton | |||||||||||
| 148 Great Road | Acton | MA | 01720 | None | PC | General Operating Support | $2,500 | ||||
| Chai Center of Brookline | |||||||||||
| 105 S Paul Street | Brookline | MA | 02446 | None | PC | General Operating Support | $4,400 | ||||
| Child & Family Services | |||||||||||
| 99 Hanover Street | Manchester | NH | 03103 | None | PC | General Operating Support | $500 | ||||
| Chimes Foundation | |||||||||||
| 4815 Seton Drive | Baltimore | MD | 21515 | None | PC | General Operating Support | $500 | ||||
| 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 | $350 | ||||
| Dana-Farber Cancer Institute | |||||||||||
| 450 Brookline Avenue | Boston | MA | 02215 | None | PC | Sarcoma Research Fund | $7,500 | ||||
| Food Bank for New York City | |||||||||||
| 39 Broadway | New York | NY | 10006 | None | PC | General Operating Support | $500 | ||||
| Food Pantry of Portsmouth | |||||||||||
| 7 Junkins Avenue | Portsmouth | NH | 03801 | None | PC | General Operating Support | $500 | ||||
| Forest Hills Jewish Center | |||||||||||
| 106-06 Queens Boulevard | Queens | NY | 11375 | None | PC | General Operating Support | $500 | ||||
| Friends of the Israel Defense Forces New England Region | |||||||||||
| 154 Wells Avenue Suite 3 | Newton Center | MA | 024599926 | None | PC | General Operating Support | $500 | ||||
| Friends of Yemin Orde | |||||||||||
| 4340 East-West Highway Suite 202 | Bethesda | MD | 20814 | 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 | $333 | ||||
| Greater Boston Eruv Corporation | |||||||||||
| 693 Chestnut Hill Avenue | Brookline | MA | 02445 | None | PC | General Operating Support | $100 | ||||
| Hillel Yeshiva PTA | |||||||||||
| 1025 Deal Road | Ocean | NJ | 07712 | None | PC | General Operating Support | $250 | ||||
| Jack M Barrack Hebrew Academy | |||||||||||
| 272 South Bryn Mawr Avenue | Bryn Mawr | PA | 19010 | None | PC | General Operating Support | $750 | ||||
| Jewish Federation of New Hampshire | |||||||||||
| 698 Beech Street | Manchester | NH | 03104 | None | PC | $8,000 General Operating Support; $500 Forever Young Seniors; $1,000 Young Jewish Professionals | $9,500 | ||||
| Jewish Foundation of Ulster County | |||||||||||
| 259 Millers Lane Ext | Kingston | NY | 12401 | None | PC | Reher Center for Immigrant Culture and History | $2,000 | ||||
| Keene State College | |||||||||||
| 229 Main Street | Keene | NH | 034353201 | None | PC | Cohen Center for Holocaust & Genocide Studies | $360 | ||||
| Khal Yereim | |||||||||||
| 1358 50th Street | Brooklyn | NY | 11219 | None | PC | General Operating Support | $750 | ||||
| Kollel Avreichim | |||||||||||
| 270 Rutherford Avenue | Clifton | NJ | 07014 | None | PC | General Operating Support | $1,000 | ||||
| Larchwood Minyan Inc | |||||||||||
| 8 Industrial Way East 2nd Floor | Eatontown | NJ | 07724 | None | PC | General Operating Support | $400 | ||||
| Leket Israel | |||||||||||
| None | PC | General Operating Support | $500 | PO Box 2297 | Ra'anana 4365006 | IS | |||||
| 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 Kehillah | $8,500 | ||||
| Manchester City Library Foundation | |||||||||||
| 405 Pine Street | Manchester | NH | 03104 | None | PC | General Operating Support | $500 | ||||
| Masbia | |||||||||||
| PO Box 191181 | Brooklyn | NY | 11219 | None | PC | General Operating Support | $500 | ||||
| Mazon A Jewish Response to Hunger | |||||||||||
| 1049 Santa Monica Boulevard Suite | Los Angeles | CA | 90025 | None | PC | General Operating Support | $333 | 100 | |||
| Moore Center Services Inc | |||||||||||
| 195 McGregor Street Suite 400 | Manchester | NH | 03012 | None | PC | General Operating Support | $1,000 | ||||
| Neveh Zion | |||||||||||
| c/o David Nussbaum 623 Beach 8th | Far Rockaway | NY | 11691 | None | PC | General Operating Support | $1,000 | Street | |||
| New England Hebrew Academy | |||||||||||
| 9 Prescott Street | Brookline | MA | 02446 | None | PC | General Operating Support | $1,000 | ||||
| New England Region NCSY | |||||||||||
| 212 Sumner Street | Newton | MA | 02459 | None | PC | General Operating Support | $1,000 | ||||
| New Hampton School | |||||||||||
| 70 Main Street | New Hampton | NH | 03256 | None | PC | General Operating Support | $750 | ||||
| Ohel Simcha | |||||||||||
| 295 Park Avenue | Long Branch | NJ | 07740 | None | PC | General Operating Support | $1,000 | ||||
| One Family International | |||||||||||
| 1029 Teaneck Road Suite 3B | Teaneck | NJ | 07666 | None | PC | General Operating Support | $1,000 | ||||
| PJ Library-Harold Grinspoon Foundation | |||||||||||
| 67 Hunt Street 100 | Agawam | MA | 01001 | None | PC | City of Newton collection | $1,000 | ||||
| Prader-Willi Syndrome Association | |||||||||||
| 8588 Potter Park Drive Suite 500 | Sarasota | FL | 34238 | None | PC | General Operating Support | $500 | ||||
| Rofeh International | |||||||||||
| 1710 Beacon Street | Brookline | MA | 02445 | None | PC | General Operating Support | $500 | ||||
| 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 | $15,000 | ||||
| Temple Sinai | |||||||||||
| 1401 Limekiln Pike | Dresher | PA | 19025 | None | PC | General Operating Support | $1,000 | ||||
| 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 | ||||
| US Friends of Yashar LaChayal | |||||||||||
| 48 Meadow Lane | Lawrence | NY | 11559 | None | PC | General Operating Support | $500 | ||||
| University of Texas | |||||||||||
| AD Anderson Cancer Center 1515 | Houston | TX | 77030 | None | PC | General Operating Support | $2,500 | Holcombe Boulevard | |||
| Yad Chessed Fund | |||||||||||
| PO Box 470752 | Brookline | MA | 02446 | None | PC | General Operating Support | $500 | ||||
| Yeshiva K'tana of Passaic | |||||||||||
| 1 Main Avenue | Passaic | NJ | 07055 | None | PC | General Operating Support | $2,000 | ||||
| Young Israel of Brookline | |||||||||||
| 62 Green Street | Brookline | MA | 02446 | None | PC | General Operating Support | $2,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,359 | 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 | $29,614 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $74,060 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $103,692 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,692 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 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 | $223,837 |
| 6,449.55 shares Vanguard Admiral GNMA Fd | AT COST | $65,104 | $69,784 |
| 3,762.30 shares Templeton Institutional Foreign Equity | AT COST | $72,728 | $75,434 |
| 2,056.06 Dreyfus Midcap Index Fund | AT COST | $59,014 | $77,308 |
| 30,917.79 shares Vanguard Intermediate Term Bond | AT COST | $335,056 | $354,318 |
| 2,481.50 shares Vanguard Windsor II Admiral | AT COST | $140,308 | $164,275 |
| 1,163.07 shares Vanguard Morgan Growth Admiral | AT COST | $72,877 | $91,312 |
| 1,911.05 shares Vanguard Admiral Short Term Investment Grade | AT COST | $20,299 | $20,372 |
| 11,881.18 shares Vanguard Short-Term Bond Index | AT COST | $125,462 | $124,515 |
| 425 shares ishares Core S&P 500 ETF | AT COST | $76,798 | $87,920 |
| 2,846.89 shares Putnam Absolute Return 700 Y | AT COST | $36,553 | $34,789 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $11,984 | Amt |
| Net Investment Income | $11,984 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2014 Estimates | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |