BERNSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BERNSTEIN FAMILY FOUNDATION (EIN 22-3514526)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201411359349100421
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T08:52:30-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 BROAD STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100042306 | 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 | 223514526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNSTEIN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EVELYN BERNSTEIN | InCareOfNm |
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 9739940299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5409 Pointe Gate Drive | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Evelyn Bernstein | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2124221000 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sheldon Ganis | PreparerPersonNm |
| Phone | 2124221000 | 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 | $203,584 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | $196 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,221 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $196 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $504 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $354 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $854 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,700 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,854 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,479 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $233,297 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,818 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,818 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,988 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $576 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $190 | OtherAssetsBOYAmt |
| Other Assets EOY | $190 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $190 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $240,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $209,996 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $203,584 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $540,050 | CapitalStockBOYAmt |
| Capital Stock EOY | $540,050 | CapitalStockEOYAmt |
| Retained Earning BOY | -$299,575 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$330,054 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $240,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $209,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $240,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $209,996 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $240,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,479 | ExcessRevenueOverExpensesAmt |
| Subtotal | $209,996 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $209,996 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,329 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $232,137 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.169422 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,013 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $268,893 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022362 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,435 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $108,660 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.151252 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,831 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $79,783 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098154 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $103,197 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.645368 | DistributionYr5Rt |
| Total Distribution | 1.086558 | TotalDistributionRt |
| Average Distribution | 0.217312 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $203,266 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,172 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,854 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $196 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $196 | TotalPaymentsAndCreditsAmt |
| Overpayment | $196 | OverpaymentAmt |
| Applied To ES Tax | $196 | 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 | DE | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVELYN BERNSTEIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9739940299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5409 POINTE GATE DRIVE | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| EVELYN BERNSTEIN | ||||||
| 5409 Pointe Gate Drive | LIVINGSTON | NJ | 07039 | PRES/SEC/TREAS | 0.0 | $0 |
| SHERYL CILENTI | ||||||
| 11 COLONIAL WAY | MADISON | NJ | 07940 | DIRECTOR | 0.0 | $0 |
| JAMES ALLEN | ||||||
| 26 GATES AVE | WEST CALDWELL | NJ | 07006 | DIRECTOR | 0.0 | $0 |
| Nancy Bernstein | ||||||
| 7221 Taveshire Way | Bethesda | MD | 20817 | Director | 0.0 | $0 |
| Rabbi Peter Kasdan | ||||||
| 2020 Harborside Drive | Long Boat Key | FL | 34228 | Director | 0.0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $205,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $206,361 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $206,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,095 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $203,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $10,163 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,163 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,163 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,854 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $30,854 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $30,854 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $61,482 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,842 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,959 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $27,722 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $107,005 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,854 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $10,163 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,691 | RemainingDistriFromCorpusAmt |
| Total Corpus | $127,696 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $61,482 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,842 | ExcessFromYear4Amt |
| Excess From Year3 | $13,959 | ExcessFromYear3Amt |
| Excess From Year1 | $27,722 | ExcessFromYear1Amt |
| Excess From Current Year | $20,691 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EVELYN BERNSTEIN | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEMPLE EMANUEL | |||||||
| 264 WEST NORTHFIELD ROAD | LIVINGSTON | NJ | 07039 | NONE | PC | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE. | $24,000 |
| DONATIONS OF LOVE | |||||||
| 1606 GRAND CENTRAL AVENUE 4 | LAVALLETTE | NJ | 08735 | NONE | PC | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE. | $1,000 |
| HAND IN HAND | |||||||
| 620 OCEAN AVENUE | LONG BRANCH | NJ | 07740 | NONE | PC | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX - 2012 OVERPAYMENT | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $196 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $221 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $221 | 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 FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10 SHS - ARMSTRONG WORLD | ||
| INDUSTRIES INC. | $6,988 | $576 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSET | Desc |
| BOY Book Value | $190 | BOYBookValueAmt |
| EOY Book Value | $190 | EOYBookValueAmt |
| EOYFMV | $190 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UBS - BUSINESS SVC ACCT FEE | $150 | $150 | $0 |
| NJ FILING FEE | $30 | $0 | $30 |
| DELAWARE CSC | $299 | $0 | $299 |
| DE FILING FEE | $25 | $0 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OTHER INCOME: | |
| FEDERAL TAXES - 2012 OVERPAYMENT | $196 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES - '12 APP TO '13 | CategoryTxt |
| Amt | $196 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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