IRVING AND BERNICE SINGER FAMILY: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- IRVING AND BERNICE SINGER FAMILY (EIN 02-0449779)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201431329349101983
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T13:34:59-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER NEWMAN & NOYES LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 ELM STREET SUITE 302 | AddressLine1 |
| City | MANCHESTER | City |
| State | NH | State |
| ZIP Code | 03101 | 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 | 020449779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Irving and Bernice Singer Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 6036694100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Gary J Singer PO Box 16415 | AddressLine1 |
| City | Hooksett | City |
| State | NH | State |
| ZIP Code | 031066415 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Sydney | PersonNm |
| Person Title | Treasurer/Trustee | PersonTitleTxt |
| Phone | 6036694100 | PhoneNum |
| Signature | 2014-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J Christopher Currie | PreparerPersonNm |
| PTIN | P00735969 | PTIN |
| Phone | 8002447444 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,353,393 | 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 | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,233 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $356,033 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,233 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,648 | 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 |
| Other Prof Fees Rev And Expnss | $11,929 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,929 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $113,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,644 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,333 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,333 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,176,615 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,133,725 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,333,060 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,200,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,154,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,353,393 | 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 | $1,200,655 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,154,058 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,200,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,154,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,200,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,154,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,200,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $750 | OtherIncreasesAmt |
| Subtotal | $1,154,058 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,154,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $339,421 | $305,800 | $33,621 | $33,621 | |
| Capital Gains Dividends | $16,612 | $16,612 | $16,612 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,233 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,433 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,327,504 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052303 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,325,071 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055091 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $251,122 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,357,891 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.184935 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,281,252 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.003317 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,881 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,338,071 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072403 | DistributionYr5Rt |
| Total Distribution | 0.368049 | TotalDistributionRt |
| Average Distribution | 0.073610 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,361,966 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $100,254 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $676 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $100,930 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $113,880 | 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 | $676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $324 | OverpaymentAmt |
| Applied To ES Tax | $324 | 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 | NH | 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 | Gary Singer | IndividualWithBooksNm |
| Phone | 6036694100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 16415 | AddressLine1 |
| City | Hooksett | City |
| State | NH | State |
| ZIP Code | 031066415 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Alan Singer | ||||||||
| PO Box 16415 | Hooksett | NH | 03106 | Trustee | 0.10 | $0 | $0 | $0 |
| Bernice Singer | ||||||||
| PO Box 16415 | Hooksett | NH | 03106 | Trustee | 0.10 | $0 | $0 | $0 |
| Robert Singer | ||||||||
| PO Box 16415 | Hooksett | NH | 03104 | Trustee | 0.10 | $0 | $0 | $0 |
| Stephen Singer | ||||||||
| PO Box 16415 | Hooksett | NH | 03106 | Trustee | 0.10 | $0 | $0 | $0 |
| Stewart Singer | ||||||||
| PO Box 16415 | Hooksett | PA | 19025 | Trustee | 0.10 | $0 | $0 | $0 |
| Joy Sydney | ||||||||
| PO Box 16415 | Hooksett | NH | 03106 | Trustee | 0.10 | $0 | $0 | $0 |
| Gary J Singer | ||||||||
| PO Box 16415 | Hooksett | NH | 03106 | President/Trustee | 0.20 | $0 | $0 | $0 |
| Jeffrey Singer | ||||||||
| PO Box 16415 | Hooksett | NH | 03106 | Vice President/Trustee | 0.20 | $0 | $0 | $0 |
| Michael Sydney | ||||||||
| PO Box 16415 | Hooksett | NE | 03106 | Treasurer/Trustee | 0.20 | $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 | $1,358,910 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,382,707 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,382,707 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,361,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,098 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,098 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $676 | TotalTaxAmt |
| Distributable Before Adj | $67,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $750 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,172 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $113,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $113,880 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $676 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $113,204 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,278 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $183,783 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,794 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,969 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $212,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $113,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,708 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $258,532 | 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 | $20,278 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $238,254 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $183,783 | ExcessFromYear3Amt |
| Excess From Year2 | $4,794 | ExcessFromYear2Amt |
| Excess From Year1 | $3,969 | ExcessFromYear1Amt |
| Excess From Current Year | $45,708 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Bernice Singer | ContributingManagerNm |
| Contributing Manager | Stewart Singer | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Abramson Center for Jewish Life | ||||||||
| 1425 Horsham Road | North Wales | PA | 194541320 | None | PC | General Operating Support | $2,500 | |
| Aish Campus Boston | ||||||||
| 100 Hano Street Suite 10 | Allston | MA | 02134 | None | PC | General Operating Support | $1,000 | |
| American Friends of Bar-Ilan University | ||||||||
| 160 East 56th Street 5th Floor | New York | NY | 10022 | None | PC | General Operating Support | $1,000 | |
| American Friends of Leket Israel | ||||||||
| 960 Teaneck Road Suite 200 | Teaneck | NJ | 07666 | None | PC | General Operating Support | $500 | |
| American Friends of Meir Panim | ||||||||
| 5316 New Utrecht Avenue | Brooklyn | NY | 11219 | None | PC | General Operating Support | $375 | |
| American Friends of Yad Eliezer | ||||||||
| 1102 East 26th Street | Brooklyn | NY | 11210 | None | PC | General Operating Support | $250 | |
| Bnos Chaya Girls High School | ||||||||
| 2404 Partridge Street | Albany | NY | 12208 | None | PC | Chabad High School | $750 | |
| Brookline Food Pantry | ||||||||
| 210 Harvard Street | Brookline | MA | 02446 | None | PC | General Operating Support | $500 | |
| Central Fund of Israel | ||||||||
| 980 Avenue of the Americas 3rd | New York | NY | 10018 | None | PC | General Operating Support | $375 | Floor |
| Chabad at Chestnut Hill | ||||||||
| 163 Bellingham Road | Chestnut Hill | MA | 02467 | None | PC | General Operating Support | $500 | |
| Chabad Lubavitch of New Hampshire | ||||||||
| 7 Camelot Place | Manchester | NH | 03104 | None | PC | General Operating Support | $12,380 | |
| Chabad of Acton | ||||||||
| 148 Great Road | Acton | MA | 01720 | None | PC | General Operating Support | $2,500 | |
| Chabad of Brookline | ||||||||
| 97 Marion Avenue 5 | Brookline | MA | 02446 | None | PC | General Operating Support | $500 | |
| Chai Center of Brookline | ||||||||
| 105 S Paul Street | Brookline | MA | 02446 | None | PC | General Operating Support | $3,900 | |
| Chapel Restoration Fund | ||||||||
| 66 Salmon Street | Manchester | NH | 03104 | None | PC | General Operating Support | $5,000 | |
| Children's Advocacy Center | ||||||||
| 960 Auburn Street | Manchester | NH | 03103 | None | PC | General Operating Support | $250 | |
| Congregation B'nai Jacob | ||||||||
| 75 Rimmon Road | Woodbridge | CT | 06525 | None | PC | General Operating Support | $500 | |
| Congregation Bet Ha'am | ||||||||
| 81 Westbrook Street | South Portland | ME | 04106 | None | PC | General Operating Support | $500 | |
| Cornell Hillel | ||||||||
| G-34 Anabel Taylor Hall | Ithaca | NY | 14853 | None | PC | General Operating Support | $500 | |
| Dana Farber Institute | ||||||||
| 450 Brookline Avenue | Boston | MA | 02215 | None | PC | Sarcoma Research Fund | $2,000 | |
| Friends of Israel Defense Forces | ||||||||
| 350 Fifth Avenue Suite 2011 | New York | NY | 10118 | None | PC | General Operating Support | $375 | |
| Friends of Yemin Orde | ||||||||
| 12230 Wilkins Avenue | Rockvill | MD | 20852 | None | PC | General Operating Support | $500 | |
| Gift of Life Bone Marrow Foundation | ||||||||
| 800 Yamato Road Suite 101 | Boca Raton | FL | 33431 | None | PC | General Operating Support | $375 | |
| Hatzalah of Newark EMS | ||||||||
| 50 Park Place Suite 1542 | Newark | NJ | 07102 | None | PC | General Operating Support | $1,800 | |
| High Mowing School | ||||||||
| 222 Isaac Frye Highway | Wilton | NH | 03086 | None | PC | Special Education Services for Learning Disabled Students | $750 | |
| Hole in the Wall Gang Fund | ||||||||
| 555 Long Wharf Drive | New Haven | CT | 06511 | None | PC | General Operating Support | $375 | |
| International Rescue Committee | ||||||||
| 122 East 42nd Street | New York | NY | 10168 | None | PC | General Operating Support | $250 | |
| Israel Cancer Research Fund | ||||||||
| 295 Madison Avenue Suite 1030 | New York | NY | 10017 | None | PC | General Operating Support | $375 | |
| Jewish Federation of New Hampshire | ||||||||
| 698 Beech Street | Manchester | NH | 03104 | None | PC | $3,000 General Operating Support; $500 Forever Young Seniors Program | $3,500 | |
| Jewish Federation of Ulster County | ||||||||
| 159 Green Street | Kingston | NY | 12401 | None | PC | Reher Center for Immigrant Culture and History | $1,250 | |
| Kollel Avreichim of Brooklyn | ||||||||
| 5321 12th Avenue | Brooklyn | NY | 11219 | None | PC | General Operating Support | $500 | |
| Lubavitch of Montgomery County | ||||||||
| 426 W Pennsylvanie Avenue Suite 120 | Fort Washington | PA | 19034 | None | PC | General Operating Support | $1,000 | |
| Lubavitch Yeshiva Academy | ||||||||
| 1148 Converse Street | Longmeadow | MA | 01106 | None | PC | General Operating Support | $2,500 | |
| Maimonides School | ||||||||
| 34 Philbrick Road | Brookline | MA | 02445 | None | PC | $7,500 General Operating Support; $1,000 School Kehillah | $8,500 | |
| Manchester City Library Foundation | ||||||||
| 405 Pine Street | Manchester | NH | 03104 | None | PC | General Operating Support | $500 | |
| Manchester Community Theatre Players | ||||||||
| 698 Beech Street | Manchester | NH | 03104 | None | PC | General Operating Support | $250 | |
| Mayyim Hayyim | ||||||||
| 1838 Washington Street | Newton | MA | 02466 | None | PC | General Operating Support | $250 | |
| Mesivta Yam Hatorah | ||||||||
| 2716 Healy Avenue | Far Rockaway | NY | 11691 | None | PC | General Operating Support | $2,000 | |
| Mount Sinai Medical Center Foundation | ||||||||
| 4300 Alton Road | Miami Beach | FL | 33140 | None | PC | Miami Beach Pediatrics Center | $1,000 | |
| New England Hebrew Academy | ||||||||
| 9 Prescott Street | Brookline | MA | 02446 | None | PC | General Operating Support | $500 | |
| New England Region NCSY | ||||||||
| 212 Sumner Street | Newton | MA | 02459 | None | PC | General Operating Support | $1,000 | |
| New Horizons for New Hampshire | ||||||||
| 1899 Manchester Street PO Box 691 | Manchester | NH | 03105 | None | PC | General Operating Support | $25,000 | |
| Newton Free Library | ||||||||
| 330 Homer Street | Newton Center | MA | 02459 | None | PC | General Operating Support | $1,000 | |
| NH4Israel | ||||||||
| 26 Salmon Street | Manchester | NH | 03104 | None | PC | General Operating Support | $1,000 | |
| Nottingham Food Pantry | ||||||||
| PO Box 209 | Nottingham | NH | 03290 | None | PC | General Operating Support | $500 | |
| Ohel Simcha | ||||||||
| 141-41 72nd Avenue | Flushing | NY | 11367 | None | PC | General Operating Support | $200 | |
| PEF Israel Endowment Funds Inc | ||||||||
| 317 Madison Avenue Suite 607 | New York | NY | 10017 | None | PC | Dr. Israel Goldstein Youth Village | $500 | |
| PJ Library-Harold Grinspoon Foundation | ||||||||
| 380 Union Street | West Springfield | MA | 01089 | None | PC | $1,000 City of Newton collection; $500 General Operating Support | $1,500 | |
| Prader-Willi Syndrome Association | ||||||||
| 8588 Potter Park Drive Suite 500 | Sarasota | FL | 34238 | None | PC | General Operating Support | $500 | |
| Queens Hatzolah Ambulance Service | ||||||||
| 83-26 Brevoort Street | Kew Gardens | NY | 11415 | None | PC | General Operating Support | $500 | |
| TAY Brotherhood | ||||||||
| 152 Prospect Street | Manchester | NH | 03104 | None | PC | General Operating Support | $500 | |
| Temple Israel of Manchester | ||||||||
| 66 Salmon Street | Manchester | NH | 03104 | None | PC | General Operating Support | $10,000 | |
| Temple Sinai | ||||||||
| 25 Canton Street | Sharon | MA | 02067 | None | PC | General Operating Support | $1,000 | |
| Webster House | ||||||||
| 135 Webster Street | Manchester | NH | 03104 | None | PC | General Operating Support | $5,000 | |
| Yachad (National Jewish Council for Disabilities) | ||||||||
| 11 Broadway | New York | NY | 10004 | None | PC | $250 Team Yachad; $500 General Operating Support | $750 | |
| Yad Chessed Fund | ||||||||
| 46 Columbia Street | Brookline | MA | 02446 | None | PC | General Operating Support | $500 | |
| Yeshiva K'tana of Passaic School | ||||||||
| 249 Terhune Avenue | Passaic | NJ | 07055 | None | PC | General Operating Support | $2,000 | |
| Young Israel of Brookline | ||||||||
| 62 Green Street | Brookline | MA | 02446 | None | PC | General Operating Support | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,880 | 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 | $25 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,390 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,233 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,648 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,648 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard 500 Index Fund | AT COST | $124,633 | $200,803 |
| Vanguard Admiral GNMA Fd | AT COST | $65,046 | $67,148 |
| VANGUARD INFLATION-PROTECTED | AT COST | $0 | $0 |
| Templeton Institutional Foreign Equity | AT COST | $71,439 | $84,062 |
| Dreyfus Midcap Index Fund | AT COST | $66,412 | $89,827 |
| Vanguard Intermediate Term Bond | AT COST | $208,050 | $220,287 |
| ISHARES GOLD TRUST | AT COST | $0 | $0 |
| Vanguard Windsor II Admiral | AT COST | $152,714 | $178,128 |
| Vanguard Morgan Growth Admiral | AT COST | $84,076 | $109,665 |
| Templeton Global Bond | AT COST | $37,359 | $41,335 |
| ishares MCSI Emerging Mkts | AT COST | $24,107 | $25,077 |
| IPATH DJ-UBS COMMODITY INDEX | AT COST | $0 | $0 |
| Metropolitan West High Yd Bd I | AT COST | $40,896 | $40,191 |
| Vanguard Admiral Fixed Income St | AT COST | $20,250 | $20,399 |
| ishares Core S&P Small-Cap | AT COST | $16,661 | $32,739 |
| DWS Floating Rate Plus | AT COST | $20,000 | $20,042 |
| Vanguard Short-Term BD Indx | AT COST | $125,284 | $124,456 |
| ishares Core S&P 500 | AT COST | $76,798 | $78,901 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NH Filing Fee | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Reversal of grants made in 2012 | Description |
| Amount | $750 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $11,929 | Amt |
| Net Investment Income | $11,929 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 2012 Excise Tax | $111 | $0 | $0 | $0 |
| 2013 Estimates | $1,000 | $0 | $0 | $0 |