HAROLD REICH GOLDMAN CHARITABLE TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD REICH GOLDMAN CHARITABLE TR (EIN 32-6093743)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201331359349100218
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T08:11:09-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222092948 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHER & GREINER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTENNIAL SQUARE | AddressLine1 |
| City | HADDONFIELD | City |
| State | NJ | State |
| ZIP Code | 080330968 | 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 | 326093743 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAROLD REICH GOLDMANN CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOLD | NameControl |
| Phone | 8567952121 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARCHER GREINER PC ONE CENTENNIAL | AddressLine1 |
| Address Line2 | SQUARE | AddressLine2 |
| City | HADDONFIELD | City |
| State | NJ | State |
| ZIP Code | 080330968 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK R DEMMERLY JR | Name |
| Title | TRUSTEE | Title |
| Phone | 8567952121 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK R DEMMERLY JR | Name |
| PTIN | P00640412 | PTIN |
| Phone | 8567952121 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3832896 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3641269 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 15232 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 60 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 101265 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 87378 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -4922 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 90405 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 3752844 | TotalRevenueAndExpenses |
| Total Net Investment Income | 87438 | 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 |
| Other Prof Fees Rev And Expnss | 48973 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 48973 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1156 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1156 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 378 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 378 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 50507 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 50507 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 100000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 100000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 150507 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 50507 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 100000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3602337 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 36931 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 29346 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 228896 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 228896 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 298657 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 331215 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2313631 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3022785 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 300000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 250000 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 29346 | TotalAssetsBOY |
| Total Assets EOY | 3141184 | TotalAssetsEOY |
| Total Assets EOYFMV | 3832896 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 29346 | CapitalStockBOY |
| Capital Stock EOY | 3141184 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 29346 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3141184 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 29346 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3141184 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 29346 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3602337 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3631683 | Subtotal |
| Other Decreases | 490499 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3141184 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| ATLANTIC CNTY NJ IMPT AUTH 7.4% | D | 2008-11-07 | 2012-03-02 | 5000 | 5425 | -425 | -425 |
| NJ HEALTH CARE FACS 5.0% | D | 2008-11-07 | 2012-12-17 | 5000 | 4697 | 303 | 303 |
| NJ ST TRANS AUTH 5.25% | D | 2008-11-07 | 2012-12-17 | 70000 | 74517 | -4517 | -4517 |
| NJ ST TPK AUTH REV 5.7% | D | 2008-11-07 | 2012-05-01 | 10000 | 10684 | -684 | -684 |
| SOUTHERN COPPER CORP-CASH IN LIEU | D | 2008-11-07 | 2012-02-28 | 10 | 4 | 6 | 6 |
| CREDIT SUISSE GRP SP ADR | D | 2008-11-07 | 2012-08-14 | 19 | 19 | 19 | |
| ISHS SILVER TR ETF-PRIN PYMTS | D | 2011-04-05 | 2012-12-31 | 376 | 376 | 376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -4922 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 115000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 28901 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 3.979101 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 137699 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8216 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 16.759859 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 0 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 0 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.000000 | DistributionRatioYear3 |
| Total Distribution Ratio | 20.738960 | TotalDistributionRatio |
| Average Distribution Ratio | 6.912987 | AverageDistributionRatio |
| Net Noncharitable Assets | 3587828 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 24802608 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 369 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 24802977 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 100000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 739 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 739 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 739 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 16 | PenaltyForUnderpayment |
| Tax Due | 755 | TaxDue |
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 | 1 | 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 | FRANK R DEMMERLY JR TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8567952121 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARCHER GREINER PC ONE CENTENNIAL | AddressLine1 |
| Address Line2 | SQUARE | AddressLine2 |
| City | HADDONFIELD | City |
| State | NJ | State |
| ZIP Code | 080330968 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | FRANK R DEMMERLY JR | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTENNIAL SQUARE | AddressLine1 |
| City | HADDONFIELD | City |
| State | NJ | State |
| ZIP Code | 08033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 3487724 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 154741 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3642465 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3642465 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 54637 | CashDeemedCharitable |
| Net Noncharitable Assets | 3587828 | NetNoncharitableAssets |
| Minimum Investment Return | 179391 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 179391 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 739 | TaxBasedOnInvestmentIncome |
| Total Tax | 739 | TotalTax |
| Distributable Amount Before Adj | 178652 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 178652 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 178652 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 100000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 100000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 100000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 178652 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 137290 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 113555 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 250845 | TotalExcessDistriCarryover |
| Qualifying Distributions | 100000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 100000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 78652 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 78652 | ExcessDistriCyovAppliedCY |
| Total Corpus | 172193 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 172193 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 58638 | ExcessFromYear2 |
| Excess From Year1 | 113555 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADATH ISRAEL CONGREGATION | |||||||
| 1958 LAWRENCE ROAD | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $7,500 |
| AMERICAN CANCER SOCIETY | |||||||
| 8400 SILVER CROSSING PO BOX 720366 | OKLAHOMA CITY | OK | 73162 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $2,500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 9559 | TRENTON | NJ | 08650 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $2,500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| DOCTORS WITHOUT BORDERS USAINC | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA | |||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $10,000 |
| MAZON A JEWISH RESPONSE TO HUNGER | |||||||
| 10495 SANTA MONICA BLVD SUITE 100 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $7,500 |
| NAMI | |||||||
| 3803 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $2,500 |
| SIERRA CLUB | |||||||
| 85 SECOND STREET 2ND FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROSBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| THE JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $5,000 |
| THE JEWISH PUBLICATION SOCIETY | |||||||
| 2100 ARCH STREET 2ND FLOOR | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $2,500 |
| UNITED JEWISH FEDERATION OF PRINCETON MERCER & BUCKS COUNTY | |||||||
| 4 PRINCESS ROAD SUITE 206 | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $12,500 |
| YIVO INSTITUTE FOR JEWISH RESEARCH | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | ASSISTANCE FOR CHARITABLE PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 100000 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 15232 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 101265 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -4922 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 111575 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 111575 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | PROVIDES FUNDS FOR SUCH PURPOSES |
| 4 | PROVIDES FUNDS FOR SUCH PURPOSES |
| 8 | PROVIDES FUNDS FOR SUCH PURPOSES |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ESTATE OF HAROLD R GOLDMANN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARCHER GREINER PC ONE CENTENNIAL SQ | AddressLine1 |
| City | HADDONFIELD | City |
| State | NJ | State |
| ZIP Code | 080330968 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 3641269 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | MUNI BDS-$416,615;STOCK-$2,601,532;MUT FDS-$224,850;OUTSIDE INVEST-$250,000 | NoncashPropertyDescription |
| Fair Market Value | 3492997 | FairMarketValue |
| Date Received | 2012-01-20 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCK | 2112832 | 2772086 |
| MUTUAL FUNDS | 200799 | 250699 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 298657 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 331215 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OUTSIDE INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 300000 | BookValue |
| EOYFMV | 250000 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE BETWEEN FAIR MARKET VALUE AND COST ON ASSETS CONTRIBUTED | Description |
| Amount | $490,499 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LPL FINANCIAL-INV EXP PROCEEDS | Description |
| Revenue And Expenses Per Books | 378 | RevenueAndExpensesPerBooks |
| Net Investment Income | 378 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LPL FINANCIAL-MANAGED ACCOUNT FEES | Category |
| Amount | $48,973 | Amount |
| Net Investment Income | 48973 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ESTATE OF HAROLD R GOLDMANN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ARCHER GREINER PC ONE CENTENNIAL | AddressLine1 |
| Address Line2 | SQUARE | AddressLine2 |
| City | HADDONFIELD | City |
| State | NJ | State |
| ZIP Code | 080330968 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | Category |
| Amount | $1,156 | Amount |
| Net Investment Income | 1156 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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