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DOUGLAS AND DANIEL ALTMAN CHARITABLE TR: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DOUGLAS AND DANIEL ALTMAN CHARITABLE TR (EIN 46-6631733)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-21
IRS object ID
201532339349100703
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)
Return2015-08-21T12:42:59-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463435680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LG LEGACY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1715 TWINING ROAD SUITE 214AddressLine1Txt
CityDRESHERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19025ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN466631733EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOUGLAS & DANIEL ALTMAN CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O LG LEGACY GROUPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDOUGBusinessNameControlTxt
Phone2675408080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1715 TWINING ROAD NO 214AddressLine1Txt
CityDRESHERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACLYN ALTMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2675408080PhoneNum
Signature2015-08-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA GUENDELSBERGER CPAPreparerPersonNm
PTINP00091151PTIN
Phone2675408077PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$626,497FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$350,605ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,992DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,992DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,447NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$285,591GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,447CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$389,047TotalRevAndExpnssAmt
Total Net Invst Incm$38,442TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,830LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$507TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,416OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,416OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,353TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,416TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,353TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,416TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$363,694ExcessRevenueOverExpensesAmt
Net Investment Income$35,026NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,844CashBOYAmt
Cash EOY$269,220CashEOYAmt
Cash EOYFMV$269,220CashEOYFMVAmt
Corporate Stock BOY$222,047CorporateStockBOYAmt
Corporate Stock EOY$280,597CorporateStockEOYAmt
Corporate Stock EOYFMV$357,277CorporateStockEOYFMVAmt
Total Assets BOY$244,891TotalAssetsBOYAmt
Total Assets EOY$549,817TotalAssetsEOYAmt
Total Assets EOYFMV$626,497TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$244,891UnrestrictedBOYAmt
Unrestricted EOY$549,817UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$244,891TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$549,817TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$244,891TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$549,817TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$244,891TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$363,694ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$608,585SubtotalAmt
Other Decreases$58,768OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$549,817TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH ACCT#02534P$134,903$112,337$22,566$22,566
MERRILL LYNCH ACCT#02616P$150,688$140,807$9,881$9,881
FieldValueIRS element (for citing)
Capital Gain Net Income$32,447CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$275,810NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036257DistributionYr1Rt
Total Distribution0.036257TotalDistributionRt
Average Distribution0.036257AverageDistributionRt
Net Vl Noncharitable Assets$306,289NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,105AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$350NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,455AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$350InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$350SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$350TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,918EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,918TotalPaymentsAndCreditsAmt
Overpayment$1,568OverpaymentAmt
Applied To ES Tax$1,568AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMS JACLYN ALTMANIndividualWithBooksNm
Phone2675408080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O LG LEGACY GROUP 715 TWININGAddressLine1Txt
Address Line2ROAD STE 214AddressLine2Txt
CityDRESHERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JACKLYN ALTMAN
C/O LG LEGACY GROUP 715 TWINING RDSTE 214DRESHERPA19025TRUSTEE0.00$0$0$0
MAXWELL ALTMAN
715 TWINING RD STE 214DRESHERPA19025TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,586AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$280,367FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$310,953TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$310,953AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,664CashDeemedCharitableAmt
Net Vl Noncharitable Assets$306,289NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,314MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,314MinimumInvestmentReturnAmt
Tax Based On Investment Income$350TaxBasedOnInvestmentIncomeAmt
Total Tax$350TotalTaxAmt
Distributable Before Adj$14,964DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$14,964DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$14,964DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$350PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$15,650AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,964DistributableAsAdjustedAmt
Undistributed Income PY$3,709UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt
Applied To Year1$3,709AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,291AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,673UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJACKLYN ALTMANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDOUGLAS DANIEL ALTMAN CHARITABLE TRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1715 TWINING ROAD STE 214AddressLine1Txt
CityDRESHERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19025ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2675408080RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATIONS SHOULD INCLUDE NAME, ADDRESS AND PURPOSE OF THE ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BIRTHRIGHT ISRAEL FDN
33 E 33RD STREET 7TH FLRNEW YORKNY10016NONEPUBLICOPERATING EXPENSES$3,000
WYLIES DAY FUND
1434 TREETOP LANEAMBLERPA19002NONEPUBLICOPERATING EXPENSES$500
THE PARENTS FUND
3451 WALNUT STREET 601 FRANKLINPHILADELPHIAPA19104NONEPUBLICOPERATING EXPENSES$2,500BUILDING
UBUNTU EDUCATION FUND
32 BROADWAY - SUITE 414NEW YORKNY10004NONEPUBLICOPERATING EXPENSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,992ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,447ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,442ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,442TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
JACLYN ALTMAN CO LG LEGACY GROUP
1715 TWINING ROAD SUITE 214DRESHERPA19025$100,605Yes (X)
DAVID ALTMAN
2240 NEW YORK DRIVE SUITE 1FORT WASHINGTONPA19034$250,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVARIOUS STOCKS OF PUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$100,605FairMarketValueAmt
Received2014-12-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ML ACCOUNT#02616$119,487$126,888
ML ACCOUNT#02534$161,110$230,389

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,830LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
STOCK DONATION COST BASIS TAX/BOOK DIFFERENCE$58,735
NON-DEDUCTIBLE EXPENSE$33

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MERRILL LYNCH FEE$3,414$3,414$0
INTEREST EXPENSE$2$2$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$507Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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