KENNETH AND CLAUDIA SILVERMAN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND CLAUDIA SILVERMAN FAMILY FOUNDATION (EIN 22-6831069)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2013-01-18
- IRS object ID
- 201310189349100401
- Schema version
- 2011v1.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-18T15:22:35-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221430039 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOBEL AND CO LLC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 EISENHOWER PARKWAY | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 070391711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226831069 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND CLAUDIA SILVERMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KENN | NameControl |
| Phone | 9737650100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 MORRIS TURNPIKE | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH SILVERMAN | Name |
| Title | TRUSTEE | Title |
| Phone | 9737650100 | Phone |
| Date Signed | 2013-01-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HAROLD R SOBEL | Name |
| PTIN | P00045512 | PTIN |
| Phone | 9739949494 | Phone |
| Date Prepared | 2013-01-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12553603 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 84 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 84 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 446133 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 446133 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 255670 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5974057 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 255670 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 16514 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 16514 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 718401 | TotalRevenueAndExpenses |
| Total Net Investment Income | 718401 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 91200 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 91200 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 122101 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 122101 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 685 | InterestRevAndExpnss |
| Interest Net Invst Incm | 685 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 26242 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 58 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 85256 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 79806 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 325484 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 80549 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 213301 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 692696 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 692696 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1018180 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 80549 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 905997 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -299779 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 637852 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 513649 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2804708 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2804708 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5803952 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5817834 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5854587 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 6177827 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3704499 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3180663 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 727200 | InvestmentsOtherBOY |
| Investments Other EOY | 595808 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 713645 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 13222628 | TotalAssetsBOY |
| Total Assets EOY | 12922849 | TotalAssetsEOY |
| Total Assets EOYFMV | 12553603 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 13222628 | RetainedEarningsBOY |
| Retained Earnings EOY | 12922849 | RetainedEarningsEOY |
| Total Net Assets BOY | 13222628 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12922849 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 13222628 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12922849 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 13222628 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -299779 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 12922849 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 12922849 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold |
|---|---|---|---|---|---|---|---|
| FIDELITY #0050 | P | 1136583 | 1116898 | 19685 | 19685 | ||
| FIDELITY #0050 | P | 357477 | 326606 | 30871 | 30871 | ||
| FIDELITY #6678 | P | 739728 | 697790 | 41938 | 41938 | ||
| FIDELITY #6678 | P | 628736 | 526231 | 102505 | 102505 | ||
| JP MORGAN | P | 500000 | 500000 | 0 | 0 | ||
| JP MORGAN | P | 1824096 | 1792150 | 31946 | 31946 | ||
| 21ST SECUITIES | P | 27437 | 27437 | 0 | 0 | ||
| PASSAIC NJ PARKING AUTH | P | 75000 | 75600 | -600 | -600 | 2009-11-13 | 2011-11-15 |
| GENERAL ELECTRIC CAP | P | 250000 | 262955 | -12955 | -12955 | 2009-05-27 | 2011-02-22 |
| WELLS FARGO | P | 250000 | 261328 | -11328 | -11328 | 2009-05-20 | 2011-08-01 |
| TITAN | P | 185000 | 131392 | 53608 | 53608 | 2011-09-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 255670 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 756736 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 13142340 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.057580 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 983035 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12607016 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.077975 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1217335 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 14399542 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.084540 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 441632 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 15207445 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.029041 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 225700 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3130589 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.072095 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.321231 | TotalDistributionRatio |
| Average Distribution Ratio | 0.064246 | AverageDistributionRatio |
| Net Noncharitable Assets | 12822496 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 823794 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6379 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 830173 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 905997 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6379 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6379 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6379 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 11600 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 4750 | TaxPaidWithExtension |
| Total Credits And Payments | 16350 | TotalCreditsAndPayments |
| Penalty For Underpayment | 36 | PenaltyForUnderpayment |
| Overpayment | 9935 | Overpayment |
| Amount Credited To Next Year | 9935 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9737650100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 MORRIS TURNPIKE | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KENNETH SILVERMAN | ||||||||
| 10 HILL HOLLOW RD | WATCHUNG | NJ | 07060 | TRUSTEE/SETTLOR | 0.00 | 0 | 0 | 0 |
| CLAUDIA SILVERMAN | ||||||||
| 10 HILL HOLLOW RD | WATCHUNG | NJ | 07060 | TRUSTEE/SETTLOR | 0.00 | 0 | 0 | 0 |
| BRITTANY SILVERMAN | ||||||||
| 788 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | TRUSTEE/MANAGER | 30.00 | 91200 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAMES C COSTIN MD | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 MIRRIS TURNPIKE | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | DONATION CONSULTANT | TypeOfService |
| Compensation | 122101 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10775263 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2242499 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 13017762 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 13017762 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 195266 | CashDeemedCharitable |
| Net Noncharitable Assets | 12822496 | NetNoncharitableAssets |
| Minimum Investment Return | 641125 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 641125 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6379 | TaxBasedOnInvestmentIncome |
| Total Tax | 6379 | TotalTax |
| Distributable Amount Before Adj | 634746 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 634746 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 634746 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 905997 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 905997 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6379 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 899618 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 634746 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 70710 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 507656 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 359294 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 111187 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1048847 | TotalExcessDistriCarryover |
| Qualifying Distributions | 905997 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 634746 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 271251 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1320098 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 70710 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1249388 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 507656 | ExcessFromYear3 |
| Excess From Year2 | 359294 | ExcessFromYear2 |
| Excess From Year1 | 111187 | ExcessFromYear1 |
| Excess From Current Year | 271251 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH SILVERMAN | ContributingManager |
| Contributing Manager | CLAUDIA SILVERMAN | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KENNETH SILVERMAN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 825 | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9737650100 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER FROM THE APPLICANT INDICATING THE PURPOSE OF THE ORGANIZATION AND THE PROPOSED USE OF THE REQUESTED CONTRIBUTION. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 1 UNION STREET 301 | ROBBINSVILLE | NJ | 08691 | NONE | EXEMPT | GENERAL CHARITABLE | $500 | |
| CELEBRAL PALSY OF NORTH JERSEY | ||||||||
| 220 SOUTH ORANGE AVENUE | LIVINGSTON | NJ | 07039 | NONE | EXEMPT | GENERAL CHARITABLE | $10,000 | |
| CHABAD UPPER EAST SIDE | ||||||||
| 419 EAST 77TH STREET | NEW YORK | NY | 10075 | NONE | EXEMPT | GENERAL CHARITABLE | $5,000 | |
| CHAI CENTER | ||||||||
| 151 WINDMILL LANE | SOUTHAMPTON | NY | 11968 | NONE | EXEMPT | GENERAL CHARITABLE | $5,000 | |
| COMMUNITY FOOD BANK | ||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | EXEMPT | GENERAL CHARITABLE | $1,000 | |
| DIGESTIVE RESEARCH FOUNDATION | ||||||||
| 1000 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | NONE | EXEMPT | GENERAL CHARITABLE | $2,000 | |
| FRIARS CLUB SUNSHINE COMMITTEE | ||||||||
| 57 EAST 55TH STREET | NEW YORK | NY | 10022 | NONE | EXEMPT | GENERAL CHARITABLE | $2,000 | |
| GIST CANCER RESEARCH FUND | ||||||||
| 55 SAW MILL ROAD | NEW CITY | NY | 10956 | NONE | EXEMPT | GENERAL CHARITABLE | $2,000 | |
| GREATER HARTFORD ARTS COUNCIL | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | NONE | EXEMPT | GENERAL CHARITABLE | $2,000 | |
| ISRAEL SPORTS EXCHANGE | ||||||||
| 4201 CHURCH RD | MT LAUREL | NJ | 08054 | NONE | EXEMPT | GENERAL CHARITABLE | $12,800 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | EXEMPT | GENERAL CHARITABLE | $1,000 | |
| MT SINAI SCHOOL OF MEDICINE | ||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | EXEMPT | GENERAL CHARITABLE | $50,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | NONE | EXEMPT | GENERAL CHARITABLE | $25,000 | |
| ST BARNABAS MEDICAL CENTER FOUNDATION | ||||||||
| 95 OLD SHORT HILLS ROAD | WEST ORANGE | NJ | 07052 | NONE | EXEMPT | GENERAL CHARITABLE | $169,888 | |
| THE COMMUNITY THEATER | ||||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | EXEMPT | GENERAL CHARITABLE | $10,000 | |
| THE HELPING LINK FOUNDATION | ||||||||
| 475 TENTH AVE - 14TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL CHARITABLE | $2,500 | |
| UNIVERSITY OF OKLAHOMA | ||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | NONE | EXEMPT | GENERAL CHARITABLE | $126,000 | |
| YM-YWHA | ||||||||
| ONE PIKE DRIVE | WAYNE | NJ | 07470 | NONE | EXEMPT | GENERAL CHARITABLE | $1,500 | |
| ALPORT SYNDROME FOUNDATION | ||||||||
| 1608 E BRIARWOOD TERRACE | PHOENIX | AZ | 85048 | NONE | EXEMPT | GENERAL CHARITABLE | $5,000 | |
| BERNARDS TOWNSHIP POLICE DEPARTMENT | ||||||||
| 1 COLLYER LANE | BASKING RIDGE | NJ | 07920 | NONE | EXEMPT | GENERAL CHARITABLE | $1,000 | |
| DEBORAH HOSPITAL FOUNDATION | ||||||||
| 218-14 NORTHERN BLVD | NEW YORK | NY | 11361 | NONE | EXEMPT | GENERAL CHARITABLE | $10,000 | |
| DON MONTI MEMORIAL RESEARCH FOUNDATION | ||||||||
| COLD SPRING LABORATORY 1 BUNGTOWN | COLD SPRING HARBOR | NY | 11724 | NONE | EXEMPT | GENERAL CHARITABLE | $1,000 | RD |
| GILL ST BERNARD'S SCHOOL | ||||||||
| SAINT BERNARDS ROAD | GLADSTONE | NJ | 07934 | NONE | EXEMPT | GENERAL CHARITABLE | $25,000 | |
| GOODS 4 GOOD | ||||||||
| 180 VARICK STREET SUITE 1207 | NEW YORK | NY | 10014 | NONE | EXEMPT | GENERAL CHARITABLE | $1,000 | |
| JOHN HOPKINS MEDICINE | ||||||||
| ONE CHARLES CENTER 100 NORTH | BALTIMORE | MD | 21201 | NONE | EXEMPT | GENERAL CHARITABLE | $1,000 | CHARLES ST |
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| 115 BORADWAY SUITE 1301 | NEW YORK | NY | 10006 | NONE | EXEMPT | GENERAL CHARITABLE | $500 | |
| MAYO PERFORMING ARTS | ||||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | EXEMPT | GENERAL CHARITABLE | $1,000 | |
| NEW YORK UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 530 1ST AVENUE | NEW YORK | NY | 10016 | NONE | EXEMPT | GENERAL CHARITABLE | $200,000 | |
| NYU FACES | ||||||||
| 223 E 34TH STREET | NEW YORK | NY | 10016 | NONE | EXEMPT | GENERAL CHARITABLE | $13,000 | |
| ST JUDE CHILDREN'S HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | GENERAL CHARITABLE | $5,000 | |
| THOMAS PETER PAUL FOUNDATION | ||||||||
| 1 CLEVELAND PLACE | SPRINGFIELD | NJ | 07081 | NONE | EXEMPT | GENERAL CHARITABLE | $1,000 | |
| NATURAL RESOURCE PARTNERS LP K-1 PASSTHROUGH | ||||||||
| 601 JEFFERSON STREET | HOUSTON | TX | 77002 | NONE | EXEMPT | GENERAL CHARITABLE | $8 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 692696 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $84 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $446,133 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,514 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $255,670 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $718,401 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 718401 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| JP MORGAN - 300-36000 | 2957850 | 2497068 |
| JP MORGAN - 300-36000 | 269010 | 259258 |
| JP MORGAN - 300-36000 | 477639 | 424337 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FIDELITY - SECURITIES | 1973351 | 2029727 |
| MORGAN STANLEY - SECURITIES | 522286 | 386493 |
| WELLS FARGO | 1956068 | 2112001 |
| 21ST SECURITIES | 0 | 0 |
| FIDELITY - SECURITIES | 1366129 | 1326366 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| LAZARD INVESTMENTS | AT COST | 250000 | 251711 |
| TITAN INVESTMENTS | AT COST | 345808 | 461934 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 42837 | 38718 | 0 |
| FEES | 3 | 0 | 0 |
| PAYROLL FEES | 1328 | 0 | 0 |
| AMORTIZED BOND PREMIUM | 41088 | 41088 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| NRP K-1 PASSTHROUGH | -137 | -137 | -137 |
| NRP K-1 PASSTHROUGH | 1376 | 1376 | 1376 |
| NRP K-1 PASSTHROUGH | 4391 | 4391 | 4391 |
| OTHER INVESTMENT INCOME | 10884 | 10884 | 10884 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | Category |
| Amount | $122,101 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 122101 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX PAID | $58 | 58 | 0 |
| PAYROLL TAXES | $9,031 | 0 | 0 |
| TAX | $17,153 | 0 | 0 |
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