RHODA STEINBERG MALAMUT CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RHODA STEINBERG MALAMUT CHARITABLE FOUNDATION (EIN 22-3666928)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-17
- IRS object ID
- 201403229349100310
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T10:09:10-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222831349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVINSKYHOROWITZ & POLLARD LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6611 WINCHESTER AVE | AddressLine1 |
| City | VENTNOR | City |
| State | NJ | State |
| ZIP Code | 08406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223666928 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RHODA STEINBERG MALAMUT CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RHOD | BusinessNameControlTxt |
| Phone | 6098224768 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BOARDWALK APT 717 | AddressLine1 |
| City | VENTNOR | City |
| State | NJ | State |
| ZIP Code | 08406 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHODA STEINBERG MALMUT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6098224768 | PhoneNum |
| Signature | 2014-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY HOROWITZ CPA | PreparerPersonNm |
| PTIN | P01250816 | PTIN |
| Phone | 6098234621 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $168,444 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,768 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,768 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,687 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,687 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,455 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $2,395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,395 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,390 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,156 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,156 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,156 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,060 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $223 | CashBOYAmt |
| Cash EOY | $282 | CashEOYAmt |
| Cash EOYFMV | $282 | CashEOYFMVAmt |
| Corporate Stock BOY | $143,404 | CorporateStockBOYAmt |
| Corporate Stock EOY | $168,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $168,162 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $143,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $168,444 | 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 | $143,627 | RetainedEarningBOYAmt |
| Retained Earning EOY | $168,444 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $143,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $168,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $143,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $168,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $143,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,909 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,908 | OtherIncreasesAmt |
| Subtotal | $168,444 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $168,444 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUTNAM INTL CAPITAL | P | 2013-12-21 | 2014-04-29 | $71 | $69 | $2 | $2 |
| IVY FDS INC | P | 2013-12-13 | 2014-05-22 | $38 | $37 | $1 | $1 |
| AK STEEL CORP | P | 2011-11-17 | 2013-09-18 | $3,330 | $3,839 | -$509 | -$509 |
| DB CONT CAP TR | P | 2011-09-23 | 2014-01-29 | $7,337 | $5,886 | $1,451 | $1,451 |
| FRANKLIN CUSTODIANS FDS | P | 2005-09-08 | 2014-04-29 | $5,000 | $3,758 | $1,242 | $1,242 |
| IVY FDS INC | P | 2012-08-06 | 2014-04-29 | $6,083 | $4,608 | $1,475 | $1,475 |
| JPMORGAN TR II | P | 2013-01-02 | 2014-04-29 | $10,549 | $8,153 | $2,396 | $2,396 |
| PRUDENTIAL SECTORS | P | 2000-12-07 | 2014-04-29 | $10,000 | $3,798 | $6,202 | $6,202 |
| PUTNAM INTL CAPITAL | P | 2012-12-24 | 2014-04-29 | $4,728 | $3,535 | $1,193 | $1,193 |
| IVY FDS INC | P | 2012-12-14 | 2014-05-22 | $971 | $764 | $207 | $207 |
| CAPITAL GAINS DIVIDENDS | P | $4,027 | $4,027 | $4,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,687 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,001 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $134,138 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052193 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,519 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $134,261 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093244 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,184 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $131,515 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100247 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,825 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $121,747 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080700 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $146,538 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035281 | DistributionYr5Rt |
| Total Distribution | 0.361665 | TotalDistributionRt |
| Average Distribution | 0.072333 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $153,695 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,117 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $171 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,288 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,156 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $341 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $341 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $341 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $301 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $301 | TotalPaymentsAndCreditsAmt |
| Tax Due | $40 | 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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | RHODA STEINBERG MALAMUT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6098224768 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BOARDWALK APT 717 | AddressLine1 |
| City | VENTNOR | City |
| State | NJ | State |
| ZIP Code | 08406 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHODA STEINBERG MALAMUT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BOARDWALK APT 717 | AddressLine1 |
| City | VENTNOR | City |
| State | NJ | State |
| ZIP Code | 08406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHAIRMAN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.00 | 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 | $155,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $253 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $156,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $156,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,685 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,685 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $341 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $341 | TotalTaxAmt |
| Distributable Before Adj | $7,344 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,344 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,344 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,156 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,156 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,156 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,344 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,763 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,626 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,818 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $423 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,630 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,156 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,156 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $188 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $188 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,442 | 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 | $16,442 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,575 | ExcessFromYear4Amt |
| Excess From Year3 | $6,626 | ExcessFromYear3Amt |
| Excess From Year2 | $5,818 | ExcessFromYear2Amt |
| Excess From Year1 | $423 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RHODA STEINBERG MALAMUT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLANTICARE FDN | |||||||
| 2500 ENGLISH CREEK AVENUE | EGG HARBOR TOWNSHIP | NJ | 08234 | NONE | 501(C)(3) | UNRESTRICTED | $200 |
| ATLANTIC CITY RESCUE MISSION | |||||||
| 2009 BACHARACH BLVD | ATLANTIC CITY | NJ | 08401 | NONE | 501(C)(3) | UNRESTRICTED | $30 |
| CONGREGATION BETH ISRAEL | |||||||
| 2501 SHORE ROAD | NORTHFIELD | NJ | 08225 | NONE | 501(C)(3) | UNRESTRICTED | $1,776 |
| CONGREGATION BETH JUDAH | |||||||
| 700 N SWARTHMORE AVE | VENTNOR | NJ | 08406 | NONE | 501(C)(3) | UNRESTRICTED | $25 |
| DYSAUTONOMIA FDN | |||||||
| 315 W 39TH ST SUITE 701 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | UNRESTRICTED | $25 |
| JDRF | |||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | NONE | 501(C)(3) | UNRESTRICTED | $100 |
| JEWISH FAMILY SERV | |||||||
| 607 N JEROME AVE | MARGATE | NJ | 08402 | NONE | 501(C)(3) | UNRESTRICTED | $25 |
| JEWISH FEDERATION | |||||||
| 501 N JEROME AVE | MARGATE | NJ | 08402 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 216 HADDON AV SUITE 238 | WESTMONT | NJ | 08108 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 115 BROADWAY SUITE 1301 | NEW YORK | NY | 10006 | NONE | 501(C)(3) | UNRESTRICTED | $125 |
| KATE SVITEK MEMORIAL FDN | |||||||
| PO BOX 104 | AMBLER | PA | 19002 | NONE | 501(C)(3) | UNRESTRICTED | $50 |
| MICHAEL J FOX FD FOR PARKINSON | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | UNRESTRICTED | $50 |
| MICHAEL NEUSTADTER PANCREATIC FDN | |||||||
| PO BOX 3265 | MARGATE | NY | 08402 | NONE | 501(C)(3) | UNRESTRICTED | $50 |
| NATIONAL EATING DISORDERS | |||||||
| 165 W 46TH STREET SUITE 402 | NEW YORK | NY | 10036 | NONE | 501(C)(3) | UNRESTRICTED | $100 |
| NOYES MUSEUM OF ART | |||||||
| 733 LILYLAKE ROAD | OCEANVILLE | NJ | 08231 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| PMC | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | 501(C)(3) | UNRESTRICTED | $50 |
| THE JUVENILE DIABETES ASSN | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | UNRESTRICTED | $25 |
| WOMANSPACE | |||||||
| 1530 BRUNSWICK AVENUE | LAWRENCEVILLE | NJ | 08648 | NONE | 501(C)(3) | UNRESTRICTED | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,156 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,768 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,687 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,455 | 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) |
|---|---|---|
| Amt | $1,995 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | CHARITABLE FOUNDATIONS WHOSE GROSS CONTRIBUTIONS DO NOT EXCEED $10,000 IN A FISCAL YEAR AND WHO DO NOT COMPENSATE ANYONE IN CONNECTION WITH THE SOLICITATION OF CONTRIBUTIONS OR FUND RAISING ARE NOT REQUIRED TO PROVIDE A COPY OF THE 990PF TO THE ATTORNEY GENERAL OF THE STATE OF NEW JERSEY. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $168,162 | EOYBookValueAmt |
| EOYFMV | $168,162 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE ACCOUNT FEES | $2,353 | $2,353 | $0 | $0 |
| MARGIN INTEREST | $42 | $42 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN (LOSSES) ON INVESTMENTS | Description |
| Amount | $16,908 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHODA STEINBERG MALAMUT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BOARDWALK APT 717 | AddressLine1 |
| City | VENTNOR | City |
| State | NJ | State |
| ZIP Code | 08406 | ZIPCode |
Comments