GREENBLATT FAMILY CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GREENBLATT FAMILY CHARITABLE TR (EIN 27-6946683)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-10
- IRS object ID
- 201401619349100860
- Schema version
- 2013v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-10T16:23:30-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAGLE ROCK AVENUE STE 200 | AddressLine1 |
| City | EAST HANOVER | City |
| State | NJ | State |
| ZIP Code | 07936 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276946683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREENBLATT FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | C/O WILLIAM GREENBLATT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2127365100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 STATE STREET 24TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GREENBLATT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127365100 | PhoneNum |
| Signature | 2014-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT TESTA | PreparerPersonNm |
| PTIN | P00003620 | PTIN |
| Phone | 9739293500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,471,630 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,391 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,391 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,456 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $122,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,456 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $106,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,850 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,545 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,261 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,321 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,545 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,221 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,545 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,305 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $82,267 | CashBOYAmt |
| Cash EOY | $98,110 | CashEOYAmt |
| Cash EOYFMV | $98,110 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,655,362 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,573,148 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,373,520 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,737,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,671,258 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,471,630 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,737,629 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,671,258 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,737,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,671,258 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,737,629 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,671,258 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,737,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,371 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,671,258 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,671,258 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 175 ABBOTT LABORATORIES | 2011-03-16 | 2013-11-22 | $6,680 | $3,962 | $2,718 | $2,718 | |
| 175 ABBVIE INC | 2011-03-16 | 2013-11-22 | $8,570 | $4,296 | $4,274 | $4,274 | |
| 82 CHEVRON CORPORATION | 2011-03-16 | 2013-11-22 | $10,126 | $8,290 | $1,836 | $1,836 | |
| 215 COLGATE PALMOLIVE COMPANY | 2011-03-16 | 2013-11-22 | $14,243 | $8,276 | $5,967 | $5,967 | |
| 189 DOMINION RESOURCES INC | 2011-03-16 | 2013-11-22 | $12,622 | $8,303 | $4,319 | $4,319 | |
| 101 EXXON MOBIL CORP | 2011-03-16 | 2013-11-22 | $9,572 | $8,183 | $1,389 | $1,389 | |
| 103 LOCKHEED MARTIN CORP | 2011-03-16 | 2013-11-22 | $14,478 | $8,184 | $6,294 | $6,294 | |
| 332 MICROSOFT CORP | 2011-03-16 | 2013-11-22 | $12,441 | $8,233 | $4,208 | $4,208 | |
| 131 PEPSICO INC | 2011-03-16 | 2013-11-22 | $11,207 | $8,201 | $3,006 | $3,006 | |
| 135 PROCTER & GAMBLE CO | 2011-03-16 | 2013-11-22 | $11,431 | $8,132 | $3,299 | $3,299 | |
| 103 UNITED TECHNOLOGIES CORP | 2011-03-16 | 2013-11-22 | $11,293 | $8,154 | $3,139 | $3,139 | |
| CAPITAL GAINS DIVIDENDS | $7 | $7 | $7 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,456 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $185,459 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,045,276 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090677 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,028 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,986,066 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032239 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,970,002 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.122916 | TotalDistributionRt |
| Average Distribution | 0.040972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,223,602 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,105 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,053 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,158 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $169,900 | 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 | $1,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,140 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,087 | OverpaymentAmt |
| Applied To ES Tax | $1,087 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 |
| Individual With Books | FRIEDMAN LLP | IndividualWithBooksNm |
| Phone | 9739293500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAGLE ROCK AVENUE SUITE 200 | AddressLine1 |
| City | EAST HANOVER | City |
| State | NJ | State |
| ZIP Code | 07936 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM M GREENBLATT | ||||||||
| 15 CENTRAL PARK WEST APT 30B | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDITH S GREENBLATT | ||||||||
| 15 CENTRAL PARK WEST APT 30B | NEW YORK | NJ | 10023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN JACOB GREENBLATT | ||||||||
| 60 EAST 8TH STREET APT 32P | NEW YORK | NY | 10003 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $2,221,185 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,257,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,257,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,223,602 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,053 | TotalTaxAmt |
| Distributable Before Adj | $110,127 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,127 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,127 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $169,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,053 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $168,847 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $41,354 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,773 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $101,127 | 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 | $101,127 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $41,354 | ExcessFromYear1Amt |
| Excess From Current Year | $59,773 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM M GREENBLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP OAKHURST | |||||||
| 111 MONMOUTH | OAKHURST | NJ | 07755 | NONE | 501(C)(3) | NON-RESTRICED | $300 |
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | 501(C)(3) | NON-RESTRICTED | $1,000 |
| AVON WALK FOR BREAST CANCER | |||||||
| 777 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | NON-RESTRICTED | $1,800 |
| CARDOZO SCHOOL OF LAW | |||||||
| 55 FIFTH AVENUE | NEW YORK | NY | 10003 | NONE | 501(C)(3) | NON-RESTRICTED | $24,600 |
| DOWN THE BLOCK | |||||||
| PO BOX 7 | SHORT HILLS | NJ | 07078 | NONE | 501(C)(3) | NON-RESTRICTED | $1,000 |
| DYSAUTONOMIA FOUNDATION | |||||||
| 315 W 39TH STREET STE 701 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | NON-RESTRICTED | $250 |
| HAND IN HAND | |||||||
| 390 KINGS HIGHWAY | BROOKLYN | NY | 11223 | NONE | 501(C)(3) | NON-RESTRICTED | $1,000 |
| HAPI FOUNDATION | |||||||
| 235 MAIN STREET 3RD FLOOR | HACKENSACK | NJ | 07601 | NONE | 501(C)(3) | NON-RESTRICTED | $5,000 |
| JESPY HOUSE | |||||||
| 102 PROSPECT STREET | SOUTH ORANGE | NJ | 07079 | NONE | 501(C)(3) | NON-RESTRICTED | $1,000 |
| MILLBURN-SHORT HILLS VOLUNTEER SQUAD | |||||||
| PO BOX 226 | MILLBURN | NJ | 07041 | NONE | 501(C)(3) | NON-RESTRICTED | $50 |
| MMC FOUNDATION | |||||||
| 100 MADISON AVE | MORRISTOWN | NY | 07960 | NONE | 501(C)(3) | NON-RESTRICTED | $20,000 |
| MMRF | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | 501(C)(3) | NON-RESTRICTED | $5,000 |
| ROBIN HOOD BENEFIT | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | 501(C)(3) | NON-RESTRICTED | $10,000 |
| SUCCESS ACADEMY CHARTER SCHOOL | |||||||
| 310 LENOX AVENUE 2ND FLOOR | NEW YORK | NY | 10027 | NONE | 501(C)(3) | NON-RESTRICTED | $10,000 |
| SUMMIT JEWISH COMMUNITY CENTER | |||||||
| 67 KENT PLACE BLVD | SUMMIT | NJ | 07901 | NONE | 501(C)(3) | NON-RESTRICTED | $26,800 |
| THE BASS FOUNDATION | |||||||
| PO BOX 392 | MAPLEWOOD | NJ | 07040 | NONE | 501(C)(3) | NON-RESTRICTED | $500 |
| THE FIRST TEE METROPOLITAN | |||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | NONE | 501(C)(3) | NON-RESTRICTED | $2,100 |
| UJA OF METROWEST | |||||||
| 901 ROUTE 10 | WHIPPANY | NJ | 07981 | NONE | 501(C)(3) | NON-RESTRICTED | $51,000 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | |||||||
| 4603 CALVERT ROAD | COLLEGE PARK | MD | 20740 | NONE | 501(C)(3) | NON-RESTRICTED | $3,500 |
| MONTCLAIR STATE UNIVERSITY | |||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | NONE | 501(C)(3) | NON-RESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,391 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,456 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $106,850 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,850 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,060 | Amt |
| Net Investment Income | $1,545 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BARCLAYS | StockNm |
| EOY Book Value | $1,573,148 | EOYBookValueAmt |
| EOYFMV | $2,373,520 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,261 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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