DOROTHY G UNGER CHARITABLE TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY G UNGER CHARITABLE TR (EIN 45-6267454)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201521339349102627
- 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 Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T15:00:39-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061787 | 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 | 456267454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY UNGER CHARIT 28745000041 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 7322555000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1886 HINDS ROAD SUITE 2 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA KANNHEISER | PersonNm |
| Person Title | Trust Officer | PersonTitleTxt |
| Phone | 7322555000 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WESLEY HIRSCHBERG | PreparerPersonNm |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| 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 | $534,688 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $10,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,764 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $527,843 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,764 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $71,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,082 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,414 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,811 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,604 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $188 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $284 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $84 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,458 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,792 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,458 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,624 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,077 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $25,267 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,854 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $467,079 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $513,942 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $517,834 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $493,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $530,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $534,688 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $493,423 | CapitalStockBOYAmt |
| Capital Stock EOY | $530,796 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $493,423 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $530,796 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $493,423 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $530,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $493,423 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,078 | ExcessRevenueOverExpensesAmt |
| Other Increases | $713 | OtherIncreasesAmt |
| Subtotal | $535,214 | SubtotalAmt |
| Other Decreases | $4,418 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $530,796 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 523.399 ALLIANCEBERNSTEIN SMALL-MID CAP VALUE A | 2012-11-19 | 2014-01-23 | $11,143 | $8,484 | $2,659 | $2,659 | |
| 213.157 ALLIANCEBERNSTEIN SMALL-MID CAP VALUE A | 2013-06-18 | 2014-01-23 | $4,538 | $4,372 | $166 | $166 | |
| 15.826 DWS ENHANCED COMMODITY STRATEGY A | 2013-09-26 | 2014-04-28 | $255 | $241 | $14 | $14 | |
| 683.921 DWS ENHANCED COMMODITY STRATEGY A | 2013-04-16 | 2014-04-28 | $11,038 | $12,097 | -$1,059 | -$1,059 | |
| 232.745 FEDERATED MID CAP GROWTH STRATEGIES A | 2012-11-19 | 2014-04-28 | $10,392 | $7,216 | $3,176 | $3,176 | |
| 1614.8 FEDERATED CLOVER VALUE A | 2012-11-19 | 2014-04-28 | $36,220 | $24,463 | $11,757 | $11,757 | |
| 5.307 FEDERATED INTERCONTINENTAL A | 2013-06-18 | 2014-04-28 | $280 | $265 | $15 | $15 | |
| 795.808 FEDERATED INTERCONTINENTAL A | 2013-04-16 | 2014-04-28 | $41,923 | $36,360 | $5,563 | $5,563 | |
| 34.334 FEDERATED STRATEGIC VALUE A | 2013-09-26 | 2014-04-28 | $209 | $192 | $17 | $17 | |
| 7590.023 FEDERATED STRATEGIC VALUE A | 2013-02-06 | 2014-04-28 | $46,299 | $36,576 | $9,723 | $9,723 | |
| 357.488 FEDERATED KAUFMANN SMALL CAP CLASS A 757 | 2013-04-16 | 2014-04-28 | $9,470 | $8,013 | $1,457 | $1,457 | |
| 173.691 FEDERATED KAUFMANN SMALL CAP CLASS A 757 | 2013-06-18 | 2014-04-28 | $4,601 | $4,674 | -$73 | -$73 | |
| 3462.479 FEDERATED PRUDENT ABSOLUTE RETURN FUND ( | 2013-02-06 | 2014-04-28 | $33,448 | $33,872 | -$424 | -$424 | |
| 531.241 FEDERATED PRUDENT ABSOLUTE RETURN FUND ( | 2013-09-26 | 2014-04-28 | $5,132 | $4,951 | $181 | $181 | |
| 272.751 FEDERATED REAL RETURN BOND A | 2013-06-18 | 2014-04-28 | $2,929 | $2,943 | -$14 | -$14 | |
| 3695.961 FEDERATED REAL RETURN BOND A | 2013-02-06 | 2014-04-28 | $39,695 | $41,406 | -$1,711 | -$1,711 | |
| 1556.669 FEDERATED TOTAL RETURN BOND FD IS | 2013-09-26 | 2014-04-28 | $17,201 | $17,136 | $65 | $65 | |
| 10543.099 FEDERATED TOTAL RETURN BOND FD IS | 2012-11-19 | 2014-04-28 | $116,501 | $120,490 | -$3,989 | -$3,989 | |
| 13.534 FEDERATED ULTRASHORT BOND FUND I | 2013-09-26 | 2014-04-28 | $124 | $124 | |||
| 567.677 FEDERATED ULTRASHORT BOND FUND I | 2012-11-19 | 2014-04-28 | $5,200 | $5,240 | -$40 | -$40 | |
| 228.813 FEDERATED INTERNATIONAL SMALL-MID CO A | 2012-11-19 | 2014-04-28 | $9,594 | $7,630 | $1,964 | $1,964 | |
| 1993.783 NORTHERN LARGE CAP GROWTH | 2013-02-06 | 2014-04-28 | $60,850 | $47,618 | $13,232 | $13,232 | |
| 3303.692 NORTHERN INTERNATIONAL EQUITY | 2013-04-16 | 2014-04-28 | $33,632 | $26,176 | $7,456 | $7,456 | |
| 22.277 OPPENHEIMER REAL ESTATE A | 2013-09-26 | 2014-04-28 | $579 | $519 | $60 | $60 | |
| 436.063 OPPENHEIMER REAL ESTATE A | 2012-11-19 | 2014-04-28 | $11,329 | $8,165 | $3,164 | $3,164 | |
| 274.116 VICTORY SMALL CAP OPP CL A | 2012-11-19 | 2014-04-28 | $11,003 | $7,856 | $3,147 | $3,147 | |
| CAPITAL GAIN DIVIDENDS | $4,258 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,764 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,130 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $522,324 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051941 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $527,193 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131878 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,337 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $559,661 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020257 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,076 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $520,060 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002069 | DistributionYr4Rt |
| Total Distribution | 0.206145 | TotalDistributionRt |
| Average Distribution | 0.051536 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $536,821 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,666 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $656 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,322 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,348 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,312 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,312 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,312 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,112 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARDEN STATE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7322555000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1886 HINDS ROAD | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08753 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARDEN STATE TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1886 HINDS ROAD SUITE 2 | AddressLine1Txt |
| City | TOMS RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $6,414 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $544,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $544,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $544,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,175 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $536,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,841 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,841 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,312 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,312 | TotalTaxAmt |
| Distributable Before Adj | $25,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,529 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,529 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,348 | 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 | $24,348 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,348 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,323 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,406 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,729 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,348 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,348 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,181 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,181 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,548 | 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 | $3,548 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $2,142 | ExcessFromYear2Amt |
| Excess From Year1 | $1,406 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIST EVANGELICAL CHURCH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SCHOOLHOUSE ROAD | AddressLine1Txt |
| City | WHITING | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL FUND | GrantOrContributionPurposeTxt |
| Amt | $22,556 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,556 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,318 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,764 | 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 | $71,082 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,082 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $188 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DFA US VECTOR EQUITY I | AT COST | $75,253 | $78,794 |
| DFA US CORE EQUITY 2 I | AT COST | $46,317 | $49,241 |
| DFA SHORT-TERM GOVMNT I | AT COST | $51,734 | $51,690 |
| DFA EMERGING MKTS VALUE I | AT COST | $9,330 | $8,652 |
| DFA 1 YEAR FX INCOME I | AT COST | $51,803 | $51,735 |
| DFA EMERGING MKTS SM CAP I | AT COST | $12,207 | $11,744 |
| DFA INTL MKTS SM CAP I | AT COST | $15,109 | $13,130 |
| DFA 2 YEAR FX INCOME I | AT COST | $51,770 | $51,266 |
| DFA INTL SM CAP VALUE I | AT COST | $15,303 | $13,379 |
| DFA EMERGING MKTS I | AT COST | $9,330 | $8,931 |
| DFA US LG CAP VALUE I | AT COST | $61,837 | $65,559 |
| DFA REAL ESTATE SECURITIES I | AT COST | $31,102 | $34,654 |
| DFA 5 YEARS GLOBAL FX INCOME I | AT COST | $51,745 | $51,694 |
| DFA INTL VALUE I | AT COST | $31,102 | $27,365 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MISCELLANEOUS ROUNDING ADJUSTMENT | $2 |
| RETURN OF CAPITAL ADJUSTMENT TO ASSETS | $4,416 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2013 INCOME POSTED IN 2014 | $494 |
| IRS REFUND OF 2013 TAXES | $219 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $200 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $52 | $52 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $32 | $32 | $0 |
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