THE CHARLES & LYNN KRAMER FAMILY: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE CHARLES & LYNN KRAMER FAMILY (EIN 22-3140331)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-15
- IRS object ID
- 201321969349100512
- Schema version
- 2012v2.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-15T15:52:34-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222831349 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVINSKYHOROWITZ & POLLARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6611 WINCHESTER AVE | AddressLine1 |
| City | VENTNOR | City |
| State | NJ | State |
| ZIP Code | 08406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223140331 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES & LYNN KRAMER FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 6098224636 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 SOUTH SECOND ROAD PO BOX 470 | AddressLine1 |
| City | HAMMONTON | City |
| State | NJ | State |
| ZIP Code | 08037 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES W KRAMER | Name |
| Title | PRESIDENT | Title |
| Phone | 6098224636 | Phone |
| Date Signed | 2013-07-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY HOROWITZ CPA | Name |
| PTIN | P01250816 | PTIN |
| Phone | 6098234621 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2287837 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 80683 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 80683 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 17812 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 839637 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 17812 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 98495 | TotalRevenueAndExpenses |
| Total Net Investment Income | 98495 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3595 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3473 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4761 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1047 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20421 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20421 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 32250 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21468 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 108600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 108600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 140850 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21468 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 108600 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -42355 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 77027 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 68553 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 83376 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 83376 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 200631 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 1108936 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1156433 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1156433 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 61850 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1048028 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1048028 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 774635 | InvestmentsOtherBOY |
| Total Assets BOY | 2214605 | TotalAssetsBOY |
| Total Assets EOY | 2287837 | TotalAssetsEOY |
| Total Assets EOYFMV | 2287837 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 15100 | AccountsPayableBOY |
| Total Liabilities BOY | 15100 | 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 | 2199505 | RetainedEarningsBOY |
| Retained Earnings EOY | 2287837 | RetainedEarningsEOY |
| Total Net Assets BOY | 2199505 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2287837 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2214605 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2287837 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2199505 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -42355 | ExcessOfRevenueOverExpenses |
| Other Increases | 131140 | OtherIncreases |
| Subtotal | 2288290 | Subtotal |
| Other Decreases | 453 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2287837 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 309929 | 313658 | -3729 | -3729 |
| PUBLICLY TRADED SECURITIES | 30000 | 30000 | 0 | 0 |
| PUBLICLY TRADED SECURITIES | 25682 | 24430 | 1252 | 1252 |
| PUBLICLY TRADED SECURITIES | 78167 | 65906 | 12261 | 12261 |
| PUBLICLY TRADED SECURITIES | 6835 | 8281 | -1446 | -1446 |
| PUBLICLY TRADED SECURITIES | 21701 | 24557 | -2856 | -2856 |
| PUBLICLY TRADED SECURITIES | 17378 | 17637 | -259 | -259 |
| PUBLICLY TRADED SECURITIES | 121546 | 103470 | 18076 | 18076 |
| PUBLICLY TRADED SECURITIES | 158627 | 159007 | -380 | -380 |
| PUBLICLY TRADED SECURITIES | 40392 | 42884 | -2492 | -2492 |
| PUBLICLY TRADED SECURITIES | 13078 | 13483 | -405 | -405 |
| PUBLICLY TRADED SECURITIES | 16302 | 18512 | -2210 | -2210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 17812 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 91950 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2243977 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040976 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 118416 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2278505 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051971 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 95300 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2136870 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044598 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 101900 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2073227 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049150 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 108615 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1857154 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058485 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.245180 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049036 | AverageDistributionRatio |
| Net Noncharitable Assets | 2217454 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 108735 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 770 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 109505 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 108600 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1541 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1541 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1541 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3360 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3360 | TotalCreditsAndPayments |
| Overpayment | 1819 | Overpayment |
| Amount Credited To Next Year | 1819 | 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 | 0 | 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 Person Name | LYNN P KRAMER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6098224636 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 VIA FLORENZA | AddressLine1 |
| City | PALM BEACH GARDENS | City |
| State | NJ | State |
| ZIP Code | 33418 | 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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES W KRAMER | ||||||||
| 126 VIA FLORENZA | PALM BEACH GAEDENS | FL | 33418 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| LYNN P KRAMER | ||||||||
| 126 VIA FLORENZA | PALM BEACH GAEDENS | FL | 33418 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| ROBERT E SALAD ESQUIRE | ||||||||
| 1125 ATLANTIC AVENUE | ATLANTIC CITY | NJ | 08401 | TRUSTEE | 0.00 | 0 | 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 |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| 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 | 2175257 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 75965 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2251222 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2251222 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 33768 | CashDeemedCharitable |
| Net Noncharitable Assets | 2217454 | NetNoncharitableAssets |
| Minimum Investment Return | 110873 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 110873 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1541 | TaxBasedOnInvestmentIncome |
| Total Tax | 1541 | TotalTax |
| Distributable Amount Before Adj | 109332 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 109332 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 109332 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 108600 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 108600 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 108600 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 109332 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 14437 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4297 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 6059 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 24793 | TotalExcessDistriCarryover |
| Qualifying Distributions | 108600 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 108600 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 732 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 732 | ExcessDistriCyovAppliedCY |
| Total Corpus | 24061 | 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 | 13705 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 10356 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4297 | ExcessFromYear4 |
| Excess From Year2 | 6059 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES W KRAMER | ContributingManager |
| Contributing Manager | LYNN P KRAMER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALPERT JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| 5841 CORPORATE WAY SUITE 500 | WEST PALM BEACH | FL | 33422 | NONE | 501C3 | UNRESTRICTED | $2,500 |
| ANTI-DEFAMATION LEAGUE PHILASOUTH JERSEY REGION | |||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | NONE | 501C3 | UNRESTRICTED | $5,000 |
| ARC OF ATLANTIC COUNTY | |||||||
| 6650 DELILAH ROAD | EGG HARBOR TOWNSHIP | NJ | 08234 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| AVODA | |||||||
| PO BOX 3120 | MARGATE | NJ | 08402 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| CASA ATLANTIC COUNTY | |||||||
| 321 SHORE ROAD | SOMERS POINT | NJ | 08244 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| CONGREGATION BETH ISRAEL | |||||||
| 2501 SHORE ROAD | NORTHFIELD | NJ | 08225 | NONE | 501C3 | UNRESTRICTED | $9,000 |
| COOPER HEWITT MUSEUM | |||||||
| 2 EAST 91 STREET | NEW YORK | NY | 10128 | NONE | 501C3 | UNRESTRICTED | $500 |
| CROHN'S AND COLITIS FOUNDATION OF AMERICA | |||||||
| 367 EAST STREET ROAD | FEASTERVILLE | NJ | 19053 | NONE | 501C3 | UNRESTRICTED | $500 |
| GILDA'S CLUB SOUTH JERSEY | |||||||
| 700 NEW ROAD | LINWOOD | NJ | 08221 | NONE | 501C3 | UNRESTRICTED | $5,000 |
| GOOD PEOPLE'S FUND FPF ISRAEL | |||||||
| 384 WYOMING AVENUE | MILLBURN | NJ | 07041 | NONE | 501C3 | UNRESTRICTED | $1,500 |
| GUGGENHEIM MUSEUM FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | 501C3 | UNRESTRICTEDUNRESTRICTED | $1,750 |
| JEWISH COMMUNITY CENTER | |||||||
| 501 N JEROME AVENUE | MARGATE | NJ | 08402 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| JEWISH FAMILY SERVICE | |||||||
| 607 N JEROME AVENUE | MARGATE | NJ | 08402 | NONE | 501C3 | UNRESTRICTEDUNRESTRICTEDUNRESTRICTEDUNRESTRICTEDUNRESTRICTED | $3,500 |
| JEWISH FEDERATION OF ATLANTIC & CAPE MAY CNTYS | |||||||
| 501 N JEROME AVE | MARGATE | NJ | 08402 | NONE | 501C3 | UNRESTRICTED | $12,500 |
| JEWISH FEDERATION OF PALM BEACH | |||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| JEWISH MUSEUM NYC | |||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | 501C3 | UNRESTRICTED | $10,000 |
| JEWISH TIMES OF ATLANTIC COUNTY | |||||||
| 21 WEST DELILAH ROAD | PLEASANTVILLE | NJ | 08232 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| JOAS | |||||||
| 1102 ATLANTIC AVENUE | ATLANTIC CITY | NJ | 08401 | NONE | 501C3 | UNRESTRICTED | $1,200 |
| KELLMAN BROWN ACADEMY | |||||||
| 1007 LAUREL OAK RD | VORHEES | NJ | 08043 | NONE | 501C3 | UNRESTRICTED | $5,000 |
| LARCHMONTMAMARONECK HUNGER TASK FORCE | |||||||
| 134 CENTER AVE | MAMARONECK | NY | 15043 | NONE | 501C3 | UNRESTRICTED | $500 |
| LUSTGARDEN PANCREATIC RESEARCH FOUNDATION | |||||||
| 1111 STEWART AVE | BETHPAGE | NY | 11714 | NONE | 501C3 | UNRESTRICTED | $500 |
| MAMARONECT SCHOOLS FOUNDATION | |||||||
| PO BOX 123 | LARCHMONT | NY | 10538 | NONE | 501C3 | UNRESTRICTED | $2,500 |
| MICHAEL J NEUSTADTER PANCREATIC RESEARCH | |||||||
| PO BOX 2165 | MARGATE | NJ | 08402 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | 501C3 | UNRESTRICTED | $1,200 |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| NATIONAL ORGANIZATION FOR HEARING | |||||||
| 225 HAVERFOARD AVE | NARBETH | PA | 19072 | NONE | 501C3 | UNRESTRICTED | $7,700 |
| NOYES MUSEUM | |||||||
| LILY LAKE ROAD | OCEANVILLE | NJ | 08231 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| PALM BEACH DRAMAWORKS | |||||||
| 201 CLEMATIS ST | WEST PALM BEACH | FL | 33401 | NONE | 501C3 | UNRESTICTED | $2,500 |
| SCHULTZ-HILL FOUNDATION | |||||||
| 1616 PACIFIC AVE | ATLANTIC CITY | NJ | 08401 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| SHORE MEMORIAL HOSPITAL FOUNDATION | |||||||
| SHORE ROAD | SOMERS POINT | NJ | 08244 | NONE | 501C3 | UNRESTRICTED | $5,000 |
| SOLOMON SCHECTER ACADEMY | |||||||
| 3210 DUNDEE RD | NORTHBROOK | IL | 60062 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| SOUTH JERSEY COMMUNITY FOOD BANK | |||||||
| 6735 BLACKHORSE PIKE | EGG HARBOR TOWNSHIP | NJ | 08234 | NONE | 501C3 | UNRESTRICTED | $5,000 |
| STOCKTON COLLEGE FOUNDATION | |||||||
| 101 VERA KING FARRIS DRIVE | GALLOWAY TWP | NJ | 08205 | NONE | 501C3 | UNRESTRICTED | $500 |
| THOMAS JEFFERSON UNIVERSITY | |||||||
| 925 CHESTNUT STREET SUITE 110 | PHILADELPHIA | PA | 19107 | NONE | 501C3 | UNRESTRICTED | $5,000 |
| UJA FEDERATION HURRICANE SANDY FUND | |||||||
| WALL STREET STATION PO BOX 148 | NEW YORK | NY | 10268 | NONE | 501C3 | UNRESTRICTED | $500 |
| UNICORN CHILDREN'S FOUNDATION | |||||||
| 3350 NW BOCA RATON BLVD STE A-28 | NEW YORK | NY | 33431 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | 501C3 | UNRESTRICTED | $5,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | NONE | 501C3 | UNRESTRICTED | $1,000 |
| VIKING ROWING CLUB FOUNDATION | |||||||
| 121 M OXFORD AVE | VENTNOR | NJ | 08406 | NONE | 501C3 | UNRESTRICTED | $250 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | 501C3 | UNRESTRICTEDUNRESTRICTEDUNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 108600 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $80,683 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $17,812 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $98,495 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 98495 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $3,595 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | NOT REQUIRED | Statement |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 1048028 | EOYBookValue |
| EOYFMV | 1048028 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 1156433 | EOYBookValue |
| EOYFMV | 1156433 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITIES COST BASIS ADJUSTMENT | Description |
| Amount | $453 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 20421 | RevenueAndExpensesPerBooks |
| Net Investment Income | 20421 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS ON INVESTMENTS | Description |
| Amount | $131,140 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEES | Category |
| Amount | $3,473 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $1,047 | 1047 | 0 |
| FEDERAL EXCISE TAX | $3,714 | 0 | 0 |
Comments