HAROLD REICH GOLDMAN CHARITABLE TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD REICH GOLDMAN CHARITABLE TR (EIN 32-6093743)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201541349349100104
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T06:31:57-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222092948 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHER & GREINER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTENNIAL SQUARE | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080330968 | 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 | 326093743 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAROLD REICH GOLDMANN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 8567952121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARCHER GREINER PC ONE CENTENNIAL | AddressLine1Txt |
| Address Line2 | SQUARE | AddressLine2Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080330968 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK R DEMMERLY JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8567952121 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK R DEMMERLY JR | PreparerPersonNm |
| PTIN | P00640412 | PTIN |
| Phone | 8567952121 | PhoneNum |
| 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 | $4,740,714 | 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 | $10,493 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,493 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,883 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,883 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,533 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,700 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $160,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,076 | 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 |
| Legal Fees Rev And Expnss | $17,545 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,545 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $56,380 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,380 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,258 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,258 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $181,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,438 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,528 | CashBOYAmt |
| Cash EOY | $44,467 | CashEOYAmt |
| Cash EOYFMV | $44,467 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $202,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,614 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $298,657 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $298,657 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $321,900 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,223,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,262,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,991,633 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $300,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $250,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $199,100 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,065,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,038,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,740,714 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,065,501 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,059,883 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$21,107 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,065,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,038,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,065,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,038,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,065,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,107 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,044,394 | SubtotalAmt |
| Other Decreases | $5,618 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,038,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 300 BEST BUY COMPANY INC | 2008-11-07 | 2014-07-30 | $9,214 | $7,686 | $1,528 | $1,528 |
| 200 CAREFUSION CORP | 2008-11-07 | 2014-07-30 | $8,996 | $4,455 | $4,541 | $4,541 |
| 1,200 EXELIS INC | 2008-11-07 | 2014-08-06 | $19,803 | $11,895 | $7,908 | $7,908 |
| 250 LORILLARD INC | 2008-11-07 | 2014-07-30 | $15,296 | $5,012 | $10,284 | $10,284 |
| 300 MASCO CORP | 2008-11-07 | 2014-07-30 | $6,366 | $2,627 | $3,739 | $3,739 |
| 500 NOKIA CORP SPONS ADR | 2008-11-07 | 2014-07-30 | $4,090 | $7,547 | -$3,457 | -$3,457 |
| 331 SPRINT CORP SER 1 | 2008-11-07 | 2014-08-06 | $1,967 | $1,928 | $39 | $39 |
| 450 STAPLES INC | 2008-11-07 | 2014-07-30 | $5,098 | $8,197 | -$3,099 | -$3,099 |
| 275 3M COMPANY | 2008-11-07 | 2014-07-30 | $39,703 | $17,486 | $22,217 | $22,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,700 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $115,636 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,869,437 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029884 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,587,828 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027872 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,901 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.979101 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,699 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,216 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 16.759859 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 20.796716 | TotalDistributionRt |
| Average Distribution | 4.159343 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,654,976 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,361,642 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,014 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,362,656 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,545 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,029 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,029 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $880 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,149 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | FRANK R DEMMERLY JR TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8567952121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARCHER GREINER PC ONE CENTENNIAL | AddressLine1Txt |
| Address Line2 | SQUARE | AddressLine2Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080330968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK R DEMMERLY JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTENNIAL SQUARE | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,486,075 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,725,864 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,725,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,654,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,749 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,749 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,029 | TotalTaxAmt |
| Distributable Before Adj | $230,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $230,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $230,720 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,545 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,545 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $122,545 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $95,223 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $95,223 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $95,223 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $95,223 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $12,952 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADATH ISRAEL CONGREGATION | |||||||
| 1958 LAWRENCE ROAD | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $7,875 |
| AMERICAN CANCER SOCIETY | |||||||
| 8400 SILVER CROSSING PO BOX 720366 | OKLAHOMA CITY | OK | 73162 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $2,625 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 9559 | TRENTON | NJ | 08650 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $2,625 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,250 |
| DOCTORS WITHOUT BORDERS USAINC | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,250 |
| HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA | |||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,250 |
| HARVARD UNIVERSITY | |||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,500 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,500 |
| MAZON A JEWISH RESPONSE TO HUNGER | |||||||
| 10495 SANTA MONICA BLVD SUITE 100 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $7,875 |
| NAMI | |||||||
| 3803 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $2,625 |
| SIERRA CLUB | |||||||
| 85 SECOND STREET 2ND FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,250 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROSBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,250 |
| THE JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,250 |
| THE JEWISH PUBLICATION SOCIETY | |||||||
| 2100 ARCH STREET 2ND FLOOR | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $2,625 |
| UNITED JEWISH FEDERATION OF PRINCETON MERCER & BUCKS COUNTY | |||||||
| 4 PRINCESS ROAD SUITE 206 | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $13,125 |
| YIVO INSTITUTE FOR JEWISH RESEARCH | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $2,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,000 | 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 | 20 | ExclusionCd |
| Exclusion | $10,493 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,700 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $160,076 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,076 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDES FUNDS FOR SUCH PURPOSES |
| 4 | PROVIDES FUNDS FOR SUCH PURPOSES |
| 8 | PROVIDES FUNDS FOR SUCH PURPOSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $2,054,271 | $3,674,182 |
| MUTUAL FUNDS | $207,767 | $317,451 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $298,657 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $321,900 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OUTSIDE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $250,000 | BookValueAmt |
| EOYFMV | $199,100 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | A&G PC - LEGAL FEES | CategoryTxt |
| Legal Fees | $17,545 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,545 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO CORRECT BOOK VALUE | Desc |
| Amt | $5,618 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LPL FINANCIAL-MANAGED ACCOUNT FEES | CategoryTxt |
| Amt | $56,380 | Amt |
| Net Investment Income | $56,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,272 | $1,272 | $0 |
| IRS - 2013 FORM 990-PF BALANCE DUE | $106 | $106 | $0 |
| IRS - 2014 FORM 990-PF EST TAX PYMTS | $880 | $880 | $0 |
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