DOROTHY G UNGER CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY G UNGER CHARITABLE TR (EIN 45-6267454)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201441289349100509
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T15:09:41-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH WACKER DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606061787 | 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 | 456267454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY UNGER CHARIT 28745000041 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 7322555000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1886 HINDS ROAD SUITE 2 | AddressLine1 |
| City | TOMS RIVER | City |
| State | NJ | State |
| ZIP Code | 08753 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA KANNHEISER | PersonNm |
| Person Title | Trust Officer | PersonTitleTxt |
| Phone | 7322555000 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WESLEY HIRSCHBERG | PreparerPersonNm |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2014-05-01 | PreparationDt |
| 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 | $547,065 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $9,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,829 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,588 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,423 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,588 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $24,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,417 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,553 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,165 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,388 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $188 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $721 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $93 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,576 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,326 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,964 | CashBOYAmt |
| Cash EOY | $1,077 | CashEOYAmt |
| Cash EOYFMV | $1,077 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,695 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,267 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,267 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $484,080 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $467,079 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $520,721 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $501,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $493,423 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $547,065 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $501,739 | CapitalStockBOYAmt |
| Capital Stock EOY | $493,423 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $501,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $493,423 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $501,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $493,423 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $501,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,264 | ExcessRevenueOverExpensesAmt |
| Other Increases | $443 | OtherIncreasesAmt |
| Subtotal | $493,918 | SubtotalAmt |
| Other Decreases | $495 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $493,423 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50.226 ALLIANCEBERNSTEIN SMALL-MID CAP VALUE A | 2010-03-17 | 2013-02-06 | $938 | $793 | $145 | $145 | |
| 26.186 FEDERATED MID CAP GROWTH STRATEGIES A | 2009-11-19 | 2013-02-06 | $1,009 | $737 | $272 | $272 | |
| 160.253 FEDERATED CLOVER VALUE A | 2010-08-09 | 2013-02-06 | $2,827 | $2,069 | $758 | $758 | |
| 18.741 FEDERATED KAUFMANN SMALL CAP CLASS A 757 | 2010-10-28 | 2013-02-06 | $478 | $455 | $23 | $23 | |
| 218.245 FEDERATED TOTAL RETURN BOND FD IS | 2012-02-08 | 2013-02-06 | $2,479 | $2,488 | -$9 | -$9 | |
| 1066.341 FEDERATED ULTRASHORT BOND FUND I | 2012-10-15 | 2013-02-06 | $9,832 | $9,853 | -$21 | -$21 | |
| 19.429 FEDERATED INTERNATIONAL SMALL-MID CO A | 2009-11-19 | 2013-02-06 | $793 | $609 | $184 | $184 | |
| 37.169 OPPENHEIMER REAL ESTATE A | 2010-03-17 | 2013-02-06 | $882 | $614 | $268 | $268 | |
| 21.794 VICTORY SMALL CAP OPP CL A | 2010-10-28 | 2013-02-06 | $755 | $595 | $160 | $160 | |
| 8.075 ALLIANCEBERNSTEIN SMALL-MID CAP VALUE A | 2010-03-17 | 2013-04-16 | $152 | $128 | $24 | $24 | |
| 9.068 FEDERATED MID CAP GROWTH STRATEGIES A | 2009-11-19 | 2013-04-16 | $362 | $255 | $107 | $107 | |
| 47.188 FEDERATED CLOVER VALUE A | 2010-08-09 | 2013-04-16 | $858 | $609 | $249 | $249 | |
| 498.797 FEDERATED STRATEGIC VALUE A | 2010-12-22 | 2013-04-16 | $2,748 | $2,064 | $684 | $684 | |
| 17.339 FEDERATED PRUDENT ABSOLUTE RETURN FUND ( | 2012-02-08 | 2013-04-16 | $159 | $171 | -$12 | -$12 | |
| 74.951 FEDERATED REAL RETURN BOND A | 2011-11-28 | 2013-04-16 | $843 | $831 | $12 | $12 | |
| 221.26 FEDERATED TOTAL RETURN BOND FD IS | 2012-02-08 | 2013-04-16 | $2,525 | $2,522 | $3 | $3 | |
| 583.538 FEDERATED ULTRASHORT BOND FUND I | 2012-11-19 | 2013-04-16 | $5,386 | $5,387 | -$1 | -$1 | |
| 4.559 FEDERATED INTERNATIONAL SMALL-MID CO A | 2009-11-19 | 2013-04-16 | $190 | $143 | $47 | $47 | |
| 44.746 NORTHERN LARGE CAP GROWTH | 2012-02-08 | 2013-04-16 | $1,177 | $1,047 | $130 | $130 | |
| 41.384 OPPENHEIMER REAL ESTATE A | 2010-03-17 | 2013-04-16 | $1,051 | $684 | $367 | $367 | |
| 1.052 VICTORY SMALL CAP OPP CL A | 2010-10-28 | 2013-04-16 | $36 | $29 | $7 | $7 | |
| 1683. DWS ENHANCED COMMODITY STRATEGY A | 2011-02-25 | 2013-06-18 | $5,167 | $6,887 | -$1,720 | -$1,720 | |
| 18.211 FEDERATED MID CAP GROWTH STRATEGIES A | 2009-11-19 | 2013-06-18 | $779 | $513 | $266 | $266 | |
| 94.406 FEDERATED CLOVER VALUE A | 2010-08-09 | 2013-06-18 | $1,810 | $1,219 | $591 | $591 | |
| 91.693 FEDERATED STRATEGIC VALUE A | 2010-12-22 | 2013-06-18 | $513 | $403 | $110 | $110 | |
| 7.491 FEDERATED INTERNATIONAL SMALL-MID CO A | 2009-11-19 | 2013-06-18 | $322 | $235 | $87 | $87 | |
| 74.658 NORTHERN LARGE CAP GROWTH | 2012-02-08 | 2013-06-18 | $2,035 | $1,746 | $289 | $289 | |
| 125.447 NORTHERN INTERNATIONAL EQUITY | 2012-02-08 | 2013-06-18 | $1,116 | $995 | $121 | $121 | |
| 194.685 OPPENHEIMER REAL ESTATE A | 2010-03-17 | 2013-06-18 | $4,746 | $3,218 | $1,528 | $1,528 | |
| 16.066 VICTORY SMALL CAP OPP CL A | 2010-10-28 | 2013-06-18 | $590 | $439 | $151 | $151 | |
| 40.737 ALLIANCEBERNSTEIN SMALL-MID CAP VALUE A | 2010-03-17 | 2013-09-26 | $882 | $643 | $239 | $239 | |
| 16.333 FEDERATED MID CAP GROWTH STRATEGIES A | 2009-11-19 | 2013-09-26 | $749 | $460 | $289 | $289 | |
| 49.859 FEDERATED CLOVER VALUE A | 2010-08-09 | 2013-09-26 | $985 | $644 | $341 | $341 | |
| 48.397 FEDERATED INTERCONTINENTAL A | 2011-08-15 | 2013-09-26 | $2,581 | $2,227 | $354 | $354 | |
| 61.993 FEDERATED KAUFMANN SMALL CAP CLASS A 757 | 2010-10-28 | 2013-09-26 | $1,877 | $1,505 | $372 | $372 | |
| 1418.032 FEDERATED REAL RETURN BOND A | 2012-02-08 | 2013-09-26 | $15,201 | $15,849 | -$648 | -$648 | |
| 19.358 FEDERATED INTERNATIONAL SMALL-MID CO A | 2009-11-19 | 2013-09-26 | $901 | $607 | $294 | $294 | |
| 155.851 NORTHERN LARGE CAP GROWTH | 2012-02-08 | 2013-09-26 | $4,593 | $3,645 | $948 | $948 | |
| 260.515 NORTHERN INTERNATIONAL EQUITY | 2012-02-08 | 2013-09-26 | $2,522 | $2,066 | $456 | $456 | |
| 16.513 VICTORY SMALL CAP OPP CL A | 2010-10-28 | 2013-09-26 | $643 | $451 | $192 | $192 | |
| CAPITAL GAIN DIVIDENDS | $6,931 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,588 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,525 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $527,193 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.131878 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,337 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $559,661 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020257 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,076 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $520,060 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.002069 | DistributionYr3Rt |
| Total Distribution | 0.154204 | TotalDistributionRt |
| Average Distribution | 0.051401 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $522,324 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,848 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $196 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,044 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,326 | 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 | $196 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $196 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $196 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $414 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $414 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $218 | OverpaymentAmt |
| Applied To ES Tax | $196 | AppliedToESTaxAmt |
| Refund | $22 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARDEN STATE TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7322555000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1886 HINDS ROAD | AddressLine1 |
| City | TOMS RIVER | City |
| State | NJ | State |
| ZIP Code | 08753 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARDEN STATE TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1886 HINDS ROAD SUITE 2 | AddressLine1 |
| City | TOMS RIVER | City |
| State | NJ | State |
| ZIP Code | 08753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,553 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $530,278 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $530,278 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $530,278 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $522,324 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $196 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $196 | TotalTaxAmt |
| Distributable Before Adj | $25,920 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,920 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,920 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,326 | 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 | $27,326 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $196 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,130 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,920 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,323 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,326 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,920 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,406 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,729 | 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 | $4,729 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $3,323 | ExcessFromYear1Amt |
| Excess From Current Year | $1,406 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIST EVANGELICAL CHURCH | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SCHOOLHOUSE ROAD | AddressLine1 |
| City | WHITING | City |
| State | NJ | State |
| ZIP Code | 08759 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL FUND | GrantOrContributionPurposeTxt |
| Amt | $25,750 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,750 | 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 | $9,922 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,588 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,510 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $188 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIANCE BERNSTEIN SMALL-MID | AT COST | $12,856 | $15,733 |
| DWS ENHANCED COMMODITY | AT COST | $12,338 | $10,517 |
| FEDERATED MID CAP GROWTH | AT COST | $7,216 | $10,318 |
| FEDERATED CLOVER VALUE A | AT COST | $24,463 | $35,138 |
| FEDERATED INTERCONTINENTAL A | AT COST | $36,625 | $43,420 |
| FEDERATED STRATEGIC VALUE A | AT COST | $36,768 | $44,374 |
| FEDERATED KAUFMANN SMALL CAP | AT COST | $12,687 | $14,974 |
| FEDERATED REAL RETURN BOND | AT COST | $44,349 | $41,830 |
| FEDERATED TOTAL RETURN BOND | AT COST | $137,625 | $131,766 |
| FEDERATED INTERNATIONAL SMALL | AT COST | $7,630 | $10,004 |
| OPPENHEIMER REAL ESTATE A | AT COST | $8,685 | $10,601 |
| VICTORY SMALL CAP OPP CL A | AT COST | $7,856 | $11,025 |
| FEDERATED PRUDENT ABSOLUTE | AT COST | $38,823 | $38,420 |
| FEDERATED ULTRASHORT BOND | AT COST | $5,364 | $5,318 |
| NORTHERN LARGE CAP GROWTH | AT COST | $47,618 | $64,180 |
| NORTHERN INTERNATIONAL EQUITY | AT COST | $26,176 | $33,103 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| 2013 INCOME POSTED IN 2014 | $494 |
| MISCELLANEOUS ROUNDING ADJUSTMENT | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2012 INCOME POSTED IN 2013 | Description |
| Amount | $443 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $214 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $414 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $93 | $93 | $0 |
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