LEWIS FAM TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FAM TR (EIN 22-6885462)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201542249349100704
- 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
- Amortization Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-11T16:27:00-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222128332 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZARROW MACH KAPLAN & KLEIN CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22-08 ROUTE 208 | AddressLine1Txt |
| City | FAIR LAWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074102897 | 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 | 226885462 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O LARRY LEVY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 BROADWAY | AddressLine1Txt |
| City | ELMWOOD PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY LEVY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2015-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONARD KAPLAN CPA | PreparerPersonNm |
| PTIN | P00400847 | PTIN |
| Phone | 2017978338 | PhoneNum |
| Preparation | 2015-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,841,448 | 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 | $400,920 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $400,920 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $135,014 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $135,014 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,976 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $959,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,017 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,577 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,577 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $566,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $570,528 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,000 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $154,008 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $154,008 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,490 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,490 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,237 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $183,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $183,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $691,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $691,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $874,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $183,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $691,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$308,400 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $386,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $730,718 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,887 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,887 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $498,770 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $498,770 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $496,620 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,826,997 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,600,616 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,153,330 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,578,856 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,072,668 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,036,611 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,635,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,326,941 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,841,448 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,635,341 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,326,941 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,635,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,326,941 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,635,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,326,941 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,635,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$308,400 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,326,941 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,326,941 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,017 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $686,964 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,939,719 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049281 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $682,611 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,873,437 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049203 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $576,642 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,797,496 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041793 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $615,149 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,549,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045399 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $671,330 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,903,741 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056397 | DistributionYr5Rt |
| Total Distribution | 0.242073 | TotalDistributionRt |
| Average Distribution | 0.048415 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,796,729 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $667,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,868 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $671,837 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $691,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,868 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,868 | SubtotalAmt |
| Tax Based On Investment Income | $3,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,132 | OverpaymentAmt |
| Applied To ES Tax | $1,132 | AppliedToESTaxAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LARRY LEVY | IndividualWithBooksNm |
| Phone | 2017918500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 BROADWAY | AddressLine1Txt |
| City | ELMWOOD PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07407 | 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 |
| 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 | LARRY LEVY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 BROADWAY | AddressLine1Txt |
| City | ELMWOOD PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,511,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $495,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,006,831 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,006,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,102 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,796,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $689,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $689,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,868 | TotalTaxAmt |
| Distributable Before Adj | $685,968 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $685,968 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $685,968 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $691,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $691,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,868 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $687,332 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $685,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $688,827 | UndistributedIncomePYAmt |
| Qualifying Distributions | $691,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $688,827 | AppliedToYear1Amt |
| Applied To Current Year | $2,373 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $683,595 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANTI DEFAMATION LEAGUE | ||||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $1,200 | |
| JEWISH FEDERATION OF NORTHERN NJ | ||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $100,000 | |
| AMERICAN COMM FOR THE WEIZMANN INS | ||||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $75,000 | |
| AMERICAN FRIENDS OF TEL AVIV UNIV | ||||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $75,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIV | ||||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $50,000 | 25TH FLOOR |
| HADASSAH MEDICAL CENTER | ||||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $30,000 | |
| AMERICAN COMM FOR SHAARE ZEDEK MED | ||||||||
| 55 WEST 39TH ST 4TH FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $30,000 | |
| BOYS TOWN JERUSALEM FD OF AMER | ||||||||
| 1 PENN PLAZA SUITE 6250 | NEW YORK | NY | 10119 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | |
| DAUGHTERS OF MIRIAM CENTER | ||||||||
| 155 HAZEL STREET | CLIFTON | NJ | 07015 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | |
| JEWISH HOME FD OF N JERSEY | ||||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | |
| AMERICAN ASSOC BEN GURION UNIV | ||||||||
| 1001 AVE OF THE AMERICAS | NEW YORK | NY | 10018 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | |
| AMERICAN FRIEND OF SHEBA MED CTR | ||||||||
| 250 W 57TH ST - SUITE 711 | NEW YORK | NY | 10107 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | |
| JEWISH FAMILY SERVICE OF BERGEN CTY | ||||||||
| 1485 TEANECK ROAD | TEANECK | NJ | 07666 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | |
| CHAI LIFELINE | ||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | |
| SHARSHERET | ||||||||
| 1086 TEANECK ROAD 3A | TEANECK | NJ | 07666 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | |
| YAVNEH ACADEMY | ||||||||
| 155 FARVIEW AVE | PARAMUS | NJ | 07652 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $20,000 | |
| MAAYANOT YESHIVA HIGH SCHOOL | ||||||||
| 1650 PALISADE AVE | TEANECK | NJ | 07666 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $10,000 | |
| MASORTI FOUNDATION | ||||||||
| 475 RIVERSIDE DRIVE 832 | NEW YORK | NY | 10115 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN | $10,000 | |
| YESHIVAT NOAM | ||||||||
| 70 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $20,000 | |
| DOROT | ||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $10,000 | |
| RUTGERS HILLEL | ||||||||
| 93 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $5,000 | |
| JEWISH HISTORICAL SOCIETY OF NJ | ||||||||
| 4 TOMAHAWK DRIVE | WAYNE | NJ | 07470 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $5,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 EAST 33RD ST 7TH FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $10,000 | |
| CENTRAL SYNAGOGUE | ||||||||
| 123 EAST 55TH STREET | NEW YORK | NY | 10022 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $10,000 | |
| FRIENDS OF THE IDF | ||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $10,000 | |
| GIRLS TOWN OR CHADASH | ||||||||
| 1431 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $10,000 | |
| AMERICAN FRIENDS OF MIGDAL OHR | ||||||||
| 1560 BROADWAY SUITE 510 | NEW YORK | NY | 10036 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $691,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $400,920 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $135,014 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,577 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,976 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $566,535 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $566,535 | TotalIncomeProducingActyAmt |
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 | ACCOUNTING FEE | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | AMORTIZATION | AmortizedExpensesDesc |
| Current Year Amortization | $15,237 | CurrentYearAmortizationAmt |
| Net Investment Income | $15,237 | NetInvestmentIncomeAmt |
| Total Amortization | $15,237 | TotalAmortizationAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| GROUPON INC | 2013-10 | PURCHASE | 2014-08 | $62,127 | $116,822 | -$54,695 |
| STARWOOD WAYPOINT RE SIDENTIAL TR | 2014-02 | PURCHASE | 2014-02 | $43,707 | $43,191 | $516 |
| CALL ACCENT URE PLC | 2014-02 | PURCHASE | 2014-08 | $2,553 | $2,553 | |
| CALL AMERICAN TOWER | 2014-05 | PURCHASE | 2014-09 | $1,668 | $4,370 | -$2,702 |
| CALL LOWES COS INC | 2014-03 | PURCHASE | 2014-09 | $2,075 | $675 | $1,400 |
| HALYARD HEALTH INC | 2011-03 | PURCHASE | 2014-11 | $19 | $11 | $8 |
| KRAFT FOODS GROUP INC | 2012-09 | PURCHASE | 2014-04 | $89,422 | $60,667 | $28,755 |
| AVON PRODS INC NOTE | 2011-04 | PURCHASE | 2014-09 | $271,230 | $272,560 | -$1,330 |
| MORGAN STANLEY SR NT SER F | 2012-02 | PURCHASE | 2014-07 | $250,000 | $250,000 | |
| SAFEWAY INC NT | 2011-03 | PURCHASE | 2014-08 | $231,882 | $213,364 | $18,518 |
| CALL KRAFT FOODS | 2013-08 | PURCHASE | 2014-01 | $2,984 | $2,984 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $7,072,668 | EOYBookValueAmt |
| EOYFMV | $7,036,611 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $3,302,720 | $4,690,349 |
| PREFERRED STOCKS | $144,007 | $147,056 |
| OPTIONS | ||
| REAL ESTATE INVESTMENT TRUSTS | $239,999 | $351,951 |
| EXCHANGE TRADED PRODUCTS | $913,890 | $963,974 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $498,770 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $496,620 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER REVENUE 3551 | $26,770 | $26,770 |
| PARTNERSHIP DISTRIBUTIONS | $5,163 | $5,163 |
| OTHER INCOME | $644 | $644 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADVISORY FEE | $77,998 | $77,998 |
| TRUSTEE FEE | $76,010 | $76,010 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $1,063 | $1,063 |
| FEDERAL TAX | $5,427 | $5,427 |
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