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SHAU-WAI AND MARIE LAM FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SHAU-WAI AND MARIE LAM FAMILY FOUNDATION (EIN 13-4222089)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-09
IRS object ID
201511609349100056
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

FieldValueIRS element (for citing)
Return2015-06-09T09:42:31-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOEB BLOCK & PARTNERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 PARK AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100221106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134222089EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Shau-Wai and Marie Lam FamilyBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHAUBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line181 Hobart AvenueAddressLine1Txt
CitySummitCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonShau-Wai LamPersonNm
Person TitleChairmn-ASRQPersonTitleTxt
Signature2015-06-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTIN EISENBERGPreparerPersonNm
PTINP00193683PTIN
Phone2127555510PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,449,251FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,830,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,089DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,089DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,089DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,427NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,277GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,427CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3,427NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$1,834,518TotalRevAndExpnssAmt
Total Net Invst Incm$4,518TotalNetInvstIncmAmt
Total Adj Net Incm$4,518TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$12,612LegalFeesRevAndExpnssAmt
Taxes Rev And Expnss$55TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$75OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$12,742TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$99,675ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$99,675ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$112,417TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$99,675TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,722,101ExcessRevenueOverExpensesAmt
Net Investment Income$4,518NetInvestmentIncomeAmt
Adjusted Net Income$4,518AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$100,000CashBOYAmt
Cash EOY$100,000CashEOYAmt
Cash EOYFMV$100,000CashEOYFMVAmt
Sav And Temp Cash Invst BOY$16,237SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,655,916SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,655,916SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$82,422CorporateStockEOYAmt
Corporate Stock EOYFMV$88,280CorporateStockEOYFMVAmt
Other Investments BOY$605,055OtherInvestmentsBOYAmt
Other Investments EOY$605,055OtherInvestmentsEOYAmt
Other Investments EOYFMV$605,055OtherInvestmentsEOYFMVAmt
Total Assets BOY$721,292TotalAssetsBOYAmt
Total Assets EOY$2,443,393TotalAssetsEOYAmt
Total Assets EOYFMV$2,449,251TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$721,292RetainedEarningBOYAmt
Retained Earning EOY$2,443,393RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$721,292TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,443,393TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$721,292TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,443,393TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$721,292TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,722,101ExcessRevenueOverExpensesAmt
Subtotal$2,443,393SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,443,393TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
590 PowerShares Exchange TR II S&P 500 Low VP2014-02-072014-04-21$19,983$19,002$981$981
625 PowerShares Exchange TR II S&P 500 Low VP2014-02-072014-07-16$21,934$20,129$1,805$1,805
43 SPDR S&P 500 ETF TRP2014-02-072014-07-16$8,360$7,719$641$641
FieldValueIRS element (for citing)
Capital Gain Net Income$3,427CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,427NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$105,300AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$138,371NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.76100DistributionYr1Rt
Adjusted Qlfy Distri Yr2$95,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$248,327NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.38498DistributionYr2Rt
Adjusted Qlfy Distri Yr3$557,481AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$354,425NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.57292DistributionYr3Rt
Adjusted Qlfy Distri Yr4$85,177AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$21,436NetVlNoncharitableAssetsYr4Amt
Distribution Yr43.97355DistributionYr4Rt
Adjusted Qlfy Distri Yr5$64,616AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$51,630NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.25152DistributionYr5Rt
Total Distribution7.94396TotalDistributionRt
Average Distribution1.58879AverageDistributionRt
Net Vl Noncharitable Assets$148,779NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$236,379AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$45NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$236,424AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$99,675QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$90InvestmentIncomeExciseTaxAmt
Subtotal$90SubtotalAmt
Tax Based On Investment Income$90TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$90AppliedToEsTaxAmt
Total Payments And Credits$90TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Shau-Wai LamBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7329520203PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line181 Hobart AvenueAddressLine1Txt
CitySummitCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07901ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Shau-Wai Lam
81 Hobart StreetSummitNJ07901Chairmn-ASRQ0.00$0
Marie Wei-Wun Lam
81 Hobart StreetSummitNJ07901Trsr-ASRQ0.00$0
Jeffrey Wacksman
c/o Loeb Block Partners LLNew YorkNY10022Sec'y-ASRQ0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$53,447AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$97,598AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$151,045TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$151,045AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,266CashDeemedCharitableAmt
Net Vl Noncharitable Assets$148,779NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,439MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,439MinimumInvestmentReturnAmt
Tax Based On Investment Income$90TaxBasedOnInvestmentIncomeAmt
Total Tax$90TotalTaxAmt
Distributable Before Adj$7,349DistributableBeforeAdjAmt
Distributable Before Ded$7,349DistributableBeforeDedAmt
Distributable As Adjusted$7,349DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,675ExpensesAndContributionsAmt
Qualifying Distributions$99,675QualifyingDistributionsAmt
Adjusted Qualifying Distri$99,675AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,349DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$62,036ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$84,105ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$539,790ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$83,225ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$98,870ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$868,026TotalExcessDistributionCyovAmt
Qualifying Distributions$99,675QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,349AppliedToCurrentYearAmt
Remaining Distri From Corpus$92,326RemainingDistriFromCorpusAmt
Total Corpus$960,352TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$62,036ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$898,316ExcessDistriCyovToNextYrAmt
Excess From Year4$84,105ExcessFromYear4Amt
Excess From Year3$539,790ExcessFromYear3Amt
Excess From Year2$83,225ExcessFromYear2Amt
Excess From Year1$98,870ExcessFromYear1Amt
Excess From Current Year$92,326ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerShau-Wai LamContributingManagerNm
Contributing ManagerMarie Wei-Wun LamContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Chinatown Health Clinic Fdn
CB Wang Com Ctr 125 Walker StNew YorkNY10013Ofcr is on Bd of Dir.PCHealth Services$14,775
Amer Friends of Shanghai Mus
530 East 86th StreetNew YorkNY10028Ofcr is on Bd of Dir.PCEducational$10,000
Aaron Diamond AIDS Research Center
455 First AvenueNew YorkNY10016NonePublicGeneral$10,000
New Jersey Chinese Cultural Studies
PO Box 543Princeton JunctionNJ08550NonePCGeneral$600
The Museum of Chinese in America
215 Centre StreetNew YorkNY10013NonePCGeneral$5,000
Chinese American Planning Council
150 Elizabeth StreetNew YorkNY10012NonePCSocial Welfare$2,750
International Leadership Foundation
1300 Pennsylvania Ave NW Ste 700WashingtonDC20004NonePCGeneral$7,500
Reeves-Reed Arboretum
165 Hobart AveSummitNJ07901NonePublicEducational$500
Si-Yo Music Society Foundation
275 West 96th St 24ENew YorkNY10025NonePCEducational$500
Post 21 Club
PO Box 221TenaflyNJ07670NonePCHealth Services$1,000
New Jersey Tech Council
1001 Briggs Road Suite 280Mount LaurelNJ08054NonePCEducational$1,000
Org Chinese in America - New Jersey
PO Box 268MontvaleNJ07645NonePCEducational$30,000
Asia Society
725 Park AveNew YorkNY10021NonePCEducational$5,000
China Institute in America
125 E 65th StNew YorkNY10065NonePCCultural$10,000
Greenpeace
702 H Street NW Suite 300WashingtonDC20001NonePCEnvironmental$50
United Hospital Fund of New York
1411 BroadwayNew YorkNY10118NonePCHealth Services$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$99,675TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,089ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,427ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,518ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,518TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonShau Wai LamContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line181 Hobart AvenueAddressLine1Txt
CitySummitCityNm
State AbbreviationNJStateAbbreviationCd
ZIP079012808ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,830,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceGeneral Explanation Supplemental Information for Form 990-PFFormAndLineReferenceDesc
Medium ExplanationForm 990-PFPage 2Schedule of Investments-Corporate Stock and Other Beginning of Year End of Year ------------------ ------------------------------- Book Value Book Value Fair Market ValueLine 10 b-Corporate Stock:PowerShares Exch-Traded Fd 0 30,928 31,962SPDR S&P 500 ETF Tr Tr Unit 0 51,494 56,318 --------- --------- ---------TOTAL Line 10 b 0 82,422 88,280 ========= ========= ========= Line 13-Artwork 605,055 605,055 605,055 ========= ========= =========MediumExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLoeb Block & PartnersCategoryTxt
Legal Fees$12,612LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAmerican Express Annual FeeDesc
Revenue And Expenses Per Books$75RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNJCategoryTxt
Amt$55Amt

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