KENNETH AND CLAUDIA SILVERMAN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND CLAUDIA SILVERMAN FAMILY FOUNDATION (EIN 22-6831069)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201513169349101316
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T14:53:12-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221430039 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOBEL AND CO LLC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 EISENHOWER PARKWAY | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070391711 | 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 | 226831069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND CLAUDIA SILVERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 9737650100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH SILVERMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9737650100 | PhoneNum |
| Signature | 2015-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAROLD R SOBEL | PreparerPersonNm |
| PTIN | P00045512 | PTIN |
| Phone | 9739949494 | PhoneNum |
| Preparation | 2015-11-03 | 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 | $11,385,956 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $403,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $385,398 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $251,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,371,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $251,431 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,131 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,131 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $663,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $644,962 | 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 |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $140,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $638 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $638 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,637 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $149 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,568 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $228,555 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $914,551 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $914,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,143,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $914,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$479,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $572,607 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,181,536 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $806,274 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $806,274 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,593,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,881,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,333,479 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,399,940 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,353,380 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,246,203 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $345,808 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,520,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,040,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,385,956 | 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 | $11,520,460 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,040,784 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,520,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,040,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,520,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,040,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,520,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$479,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,040,784 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,040,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - TITAN | P | 2012-09-30 | 2014-09-30 | $552,896 | $345,808 | $207,088 | $207,088 |
| PUBLICLY TRADED SECURITIES - FIDELITY 6678 | P | 2012-01-25 | 2014-09-12 | $580,458 | $577,590 | $2,868 | $2,868 |
| PUBLICLY TRADED SECURITIES - FIDELITY 6678 | P | 2008-08-18 | 2014-09-12 | $135,204 | $126,151 | $9,053 | $9,053 |
| PUBLICLY TRADED SECURITIES - FIDELITY 6678 | P | 2013-12-20 | 2014-09-12 | $10,414 | $10,427 | -$13 | -$13 |
| PUBLICLY TRADED SECURITIES - FIDELITY 0550 | P | 2014-01-24 | 2014-12-15 | $380,443 | $369,376 | $11,067 | $11,067 |
| PUBLICLY TRADED SECURITIES - FIDELITY 0550 | P | 2011-06-08 | 2014-12-15 | $1,958,100 | $1,851,616 | $106,484 | $106,484 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY | P | 2013-12-11 | 2014-11-26 | $111,040 | $100,000 | $11,040 | $11,040 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY | P | 2013-09-26 | 2014-09-11 | $47,356 | $43,023 | $4,333 | $4,333 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY | P | 2013-03-11 | 2014-03-13 | $22,661 | $25,000 | -$2,339 | -$2,339 |
| PUBLICLY TRADED SECURITIES - KKR K-1 MS | P | 2013-01-28 | 2014-09-04 | $51,350 | $50,838 | $512 | $512 |
| PUBLICLY TRADED SECURITIES - NRP K-1 MS | P | 2011-03-16 | 2014-12-18 | $51,567 | $163,058 | -$111,491 | -$111,491 |
| PUBLICLY TRADED SECURITIES - JPM | P | 2013-06-05 | 2014-03-07 | $100,019 | $98,060 | $1,959 | $1,959 |
| PUBLICLY TRADED SECURITIES - JPM | P | 2008-02-12 | 2014-09-30 | $823,475 | $801,899 | $21,576 | $21,576 |
| PUBLICLY TRADED SECURITIES - WELLS FARGO | P | 2014-06-02 | 2014-09-15 | $10,000 | $10,000 | $0 | $0 |
| PUBLICLY TRADED SECURITIES - WELLS FARGO | P | 2012-05-30 | 2014-03-21 | $98,825 | $100,000 | -$1,175 | -$1,175 |
| PUBLICLY TRADED SECURITIES - WELLS FARGO | P | 2009-11-13 | 2014-11-17 | $352,320 | $341,098 | $11,222 | $11,222 |
| PUBLICLY TRADED SECURITIES - FIDELITY 0550 | 2013-04-16 | 2014-02-14 | -$68,953 | -$68,953 | |||
| PUBLICLY TRADED SECURITIES - FIDELITY 0550 | P | 2011-12-14 | 2014-01-14 | $49,448 | $36,707 | $12,741 | $12,741 |
| CAPITAL GAINS DIVIDENDS | P | $35,459 | $35,459 | $35,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $251,431 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $857,114 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,427,373 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040001 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,531,945 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,873,867 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.129018 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $899,618 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,822,496 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070159 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $756,736 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,142,340 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057580 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $983,035 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,607,016 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077975 | DistributionYr5Rt |
| Total Distribution | 0.374733 | TotalDistributionRt |
| Average Distribution | 0.074947 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,249,736 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,667,551 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,726 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,673,277 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $914,551 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,452 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,452 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,452 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,320 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $17,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $28,320 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,868 | OverpaymentAmt |
| Applied To ES Tax | $16,868 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9737650100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH SILVERMAN | ||||||||
| 10 HILL HOLLOW RD | WATCHUNG | NJ | 07060 | TRUSTEE/SETTLOR | 0.00 | $0 | $0 | $0 |
| CLAUDIA SILVERMAN | ||||||||
| 10 HILL HOLLOW RD | WATCHUNG | NJ | 07060 | TRUSTEE/SETTLOR | 0.00 | $0 | $0 | $0 |
| BRITTANY SILVERMAN | ||||||||
| 788 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE(FULL YEAR)/MANAGER | 30.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES C COSTIN MD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 MORRIS TURNPIKE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | DONATION CONSULTANT | ServiceTypeTxt |
| Compensation | $140,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $21,216,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,372,445 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,588,564 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,588,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $338,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,249,736 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,112,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,112,487 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,452 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,935 | IncomeTaxAmt |
| Total Tax | $13,387 | TotalTaxAmt |
| Distributable Before Adj | $1,099,100 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,099,100 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,099,100 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $914,551 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $914,551 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $914,551 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,099,100 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $359,294 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,187 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $271,251 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $947,798 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,689,530 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $914,551 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $914,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $184,549 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $184,549 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,504,981 | 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 | $174,745 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,330,236 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,187 | ExcessFromYear4Amt |
| Excess From Year3 | $271,251 | ExcessFromYear3Amt |
| Excess From Year2 | $947,798 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH SILVERMAN | ContributingManagerNm |
| Contributing Manager | CLAUDIA SILVERMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH SILVERMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 825 | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9737650100 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FROM THE APPLICANT INDICATING THE PURPOSE OF THE ORGANIZATION AND THE PROPOSED USE OF THE REQUESTED CONTRIBUTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 1 UNION STREET 301 | ROBBINSVILLE | NJ | 08691 | NONE | PC | GENERAL CHARITABLE | $500 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 75 FRANCIS ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| BUCKNELL UNIVERSITY | ||||||||
| 701 MOORE AVE | LEWISBURG | PA | 17837 | NONE | PC | GENERAL CHARITABLE | $20,000 | |
| CELEBRAL PALSY OF NORTH JERSEY | ||||||||
| 220 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | PC | GENERAL CHARITABLE | $2,500 | |
| CHABAD UPPER EAST SIDE | ||||||||
| 419 EAST 77TH STREET | NEW YORK | NY | 10075 | NONE | PC | GENERAL CHARITABLE | $50,000 | |
| CONGREGATION B'NAI ISRAEL | ||||||||
| 160 MILLBURN AVENUE | MILLBURN | NJ | 07041 | NONE | PC | GENERAL CHARITABLE | $1,500 | |
| CREATURE COMFORT PET THERAPY | ||||||||
| PO BOX 872 | MORRIS PLAINS | NJ | 07950 | NONE | PC | GENERAL CHARITABLE | $3,000 | |
| FAIRFIELD COUNTY COMMUNITY FOUNDATION | ||||||||
| 383 MAIN AVE STE 4 | NORWALK | CT | 06851 | NONE | PC | GENERAL CHARITABLE | $125,000 | |
| GILL ST BERNARD'S SCHOOL | ||||||||
| SAINT BERNARDS ROAD | GLADSTONE | NJ | 07934 | NONE | PC | GENERAL CHARITABLE | $25,000 | |
| GIST CANCER RESEARCH FUND | ||||||||
| 55 SAW MILL ROAD | NEW CITY | NY | 10956 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| GOODS FOR GOOD | ||||||||
| 180 VARICK STREET SUITE 1207 | NEW YORK | NY | 10014 | NONE | PC | GENERAL CHARITABLE | $25,000 | |
| GREATER HARTFORD ARTS COUNCIL | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | NONE | PC | GENERAL CHARITABLE | $7,500 | |
| ISRAEL SPORTS EXCHANGE | ||||||||
| 4201 CHURCH RD | MT LAUREL | NJ | 08054 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| JOHN HOPKINS UNIVERSITY MEDICINE | ||||||||
| ONE CHARLES CENTER 100 NORTH | BALTIMORE | MD | 21201 | NONE | PC | GENERAL CHARITABLE | $250,000 | CHARLES ST |
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| 115 BROADWAY SUITE 1301 | NEW YORK | NY | 10006 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| MARCH OF DIMES | ||||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| MAYO PERFORMING ARTS | ||||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL CHARITABLE | $10,000 | |
| MINNESOTA MEDICAL FOUNDATION | ||||||||
| 200 OAK ST SE STE 300 | MINNEAPOLIS | MN | 55455 | NONE | PC | GENERAL CHARITABLE | $75,000 | |
| MT SINAI SCHOOL OF MEDICINE | ||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | GENERAL CHARITABLE | $50,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE | $25,000 | |
| NATURAL RESOURCE PARTNERS LP K-1 PASSTHROUGH | ||||||||
| 601 JEFFERSON STREET | HOUSTON | TX | 77002 | NONE | PC | GENERAL CHARITABLE | $7 | |
| NYU FACES | ||||||||
| 223 E 34TH STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| SOUTHAMPTON VILLAGE POLICE | ||||||||
| 150 WINDMILL LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL CHARITABLE | $2,000 | |
| SOUTHAMPTON VILLAGE VOLUNTEER AMBULANCE CORP | ||||||||
| PO BOX 832 | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL CHARITABLE | $500 | |
| SPECIAL OLYMPICS NEW JERSEY | ||||||||
| 3 PRINCESS RD | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL CHARITABLE | $250 | |
| ST BARNABAS MEDICAL CENTER FOUNDATION | ||||||||
| 95 OLD SHORT HILLS ROAD | WEST ORANGE | NJ | 07052 | NONE | PC | GENERAL CHARITABLE | $84,944 | |
| THE JIMMY HERSH FAMILY FUND | ||||||||
| PO BOX 165 | PARSIPPANY | NJ | 07054 | NONE | PC | GENERAL CHARITABLE | $3,000 | |
| UNIVERSITY OF OKLAHOMA | ||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | NONE | PC | GENERAL CHARITABLE | $100,000 | |
| MARION GENERAL HOSPITAL HOSPICE | ||||||||
| 100 MCKINLEY PARK DR | MARION | OH | 43302 | NONE | PC | GENERAL CHARITABLE | $100 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL CHARITABLE | $500 | |
| ST LUKE'S UNIVERSITY HEALTH NETWORK | ||||||||
| 801 OSTRUM ST | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL CHARITABLE | $18,750 | |
| SUMMIT MEDICAL GROUP FOUNDATION | ||||||||
| 1 DIAMOND HILL ROAD | BERKELEY HEIGHTS | NJ | 07922 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| THE RILEY DANCE FOUNDATION INC | ||||||||
| 691 CENTRAL AVENUE | NEW PROVIDENCE | NJ | 07974 | NONE | PC | GENERAL CHARITABLE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $914,551 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $403,866 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,131 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $251,431 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd |
|---|---|
| NRP K-1 PASS THRU SEC. 1231 | 14 |
| FOREIGN TAX 2012 ADJUSTMENT | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $663,430 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $663,430 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN - 300-36000 EQ | $3,353,380 | $3,246,203 |
| JP MORGAN - 300-36000 FIXED | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - SECURITIES #6678 | $2,198,352 | $2,225,579 |
| MORGAN STANLEY - SECURITIES | $745,266 | $790,610 |
| WELLS FARGO | $2,020,264 | $2,189,765 |
| FIDELITY - SECURITIES #0550 | $1,917,248 | $2,127,525 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TITAN INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $69,821 | $66,568 | $0 |
| NRP K-1 PASS-THRU | $1,459 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NRP K-1 PASSTHROUGH | $255 | $255 | $255 |
| NRP K-1 PASSTHROUGH | $484 | $484 | $484 |
| KKR K-1 PASSTHROUGH | $839 | $839 | $839 |
| KKR K-1 PASSTHROUGH | $127 | $127 | $127 |
| NRP K-1 PASSTHROUGH | $2,970 | $2,970 | $2,970 |
| KKR K-1 PASSTHROUGH | $3,399 | $3,399 | $3,399 |
| NRP K-1 PASSTHROUGH | $57 | $57 | $57 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $140,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX | $11,488 | $0 | $0 |
| FOREIGN TAX | $149 | $149 | $0 |
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