RHODA STEINBERG MALAMUT CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RHODA STEINBERG MALAMUT CHARITABLE FOUNDATION (EIN 22-3666928)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-10-24
- IRS object ID
- 201332979349100103
- 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 Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-24T14:15:17-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | 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 | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223666928 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RHODA STEINBERG MALAMUT CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RHOD | NameControl |
| Phone | 6098224768 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BOARDWALK APT 717 | AddressLine1 |
| City | VENTNOR | City |
| State | NJ | State |
| ZIP Code | 08406 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RHODA STEINBERG MALMUT | Name |
| Title | PRESIDENT | Title |
| Phone | 6098224768 | Phone |
| Date Signed | 2013-10-22 | 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 | 143627 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1995 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 3564 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3564 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4908 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 70213 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4908 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 10467 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8472 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1995 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2008 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2008 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4003 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2008 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7001 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 7001 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 11004 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2008 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 7001 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -537 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6464 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 700 | CashBOY |
| Cash EOY | 223 | CashEOY |
| Cash EOYFMV | 223 | CashEOYFMV |
| Investments Corp Stock BOY | 128037 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 143404 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 143404 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 128737 | TotalAssetsBOY |
| Total Assets EOY | 143627 | TotalAssetsEOY |
| Total Assets EOYFMV | 143627 | 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 | 128737 | RetainedEarningsBOY |
| Retained Earnings EOY | 143627 | RetainedEarningsEOY |
| Total Net Assets BOY | 128737 | TotalNetAssetsBOY |
| Total Net Assets EOY | 143627 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 128737 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 143627 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 128737 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -537 | ExcessOfRevenueOverExpenses |
| Other Increases | 15427 | OtherIncreases |
| Subtotal | 143627 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 143627 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 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 |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS TR | P | 2011-12-08 | 2012-08-06 | 498 | 455 | 43 | 43 |
| MAINSTAY MAP FUND | P | 2011-12-09 | 2012-08-06 | 7 | 6 | 1 | 1 |
| PRUDENTIAL JENNISON | P | 2011-12-02 | 2012-08-06 | 349 | 342 | 7 | 7 |
| PRUDENTIAL JENNISON | P | 2012-06-04 | 2012-08-06 | 93 | 87 | 6 | 6 |
| WELLS FARGO ADVANTAGE | P | 2012-01-03 | 2012-08-06 | 82 | 77 | 5 | 5 |
| LORD ABBET SECS TR | P | 2012-08-06 | 2012-10-26 | 5369 | 5215 | 154 | 154 |
| JP MORGAN TR I LATIN AMERICA | P | 2013-01-02 | 2013-05-02 | 3874 | 3491 | 383 | 383 |
| GOLDMAN SACHS TR | P | 2011-01-18 | 2012-08-06 | 9714 | 9888 | -174 | -174 |
| JANUS INVT FD | P | 2008-12-18 | 2012-08-06 | 13944 | 15580 | -1636 | -1636 |
| JP MORGAN INTREPID | P | 2005-12-29 | 2012-08-06 | 3643 | 3356 | 287 | 287 |
| MAINSTAY MAP FUND | P | 2010-12-22 | 2012-08-06 | 3968 | 4428 | -460 | -460 |
| PRUDENTIAL JENNISON | P | 2008-07-23 | 2012-08-06 | 11371 | 11400 | -29 | -29 |
| PRUDENTIAL JENNISON | P | 2010-12-01 | 2012-08-06 | 10546 | 6678 | 3868 | 3868 |
| WELLS FARGO ADVANTAGE | P | 2011-01-03 | 2012-08-06 | 4689 | 4297 | 392 | 392 |
| HARTFORD FINL SVCS GROUP | P | 2011-09-22 | 2013-04-02 | 6 | 5 | 1 | 1 |
| CAPITAL GAINS DIVIDENDS | P | 2060 | 2060 | 2060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4908 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 12519 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 134261 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.093244 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 13184 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 131515 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.100247 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 9825 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 121747 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.080700 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5170 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 146538 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.035281 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 29791 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 192804 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.154514 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.463986 | TotalDistributionRatio |
| Average Distribution Ratio | 0.092797 | AverageDistributionRatio |
| Net Noncharitable Assets | 134138 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 12448 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 65 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 12513 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 7001 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 129 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 129 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 129 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 430 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 430 | TotalCreditsAndPayments |
| Overpayment | 301 | Overpayment |
| Amount Credited To Next Year | 301 | 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 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHODA STEINBERG MALAMUT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6098224768 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BOARDWALK APT 717 | AddressLine1 |
| City | VENTNOR | City |
| State | NJ | State |
| ZIP Code | 08406 | 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 | RHODA STEINBERG MALAMUT | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BOARDWALK APT 717 | AddressLine1 |
| City | VENTNOR | City |
| State | NJ | State |
| ZIP Code | 08406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHAIRMAN | Title |
| Avg Hours Per Wk Devoted To Position | 3.00 | 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 | 135720 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 461 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 136181 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 136181 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2043 | CashDeemedCharitable |
| Net Noncharitable Assets | 134138 | NetNoncharitableAssets |
| Minimum Investment Return | 6707 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 6707 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 129 | TaxBasedOnInvestmentIncome |
| Total Tax | 129 | TotalTax |
| Distributable Amount Before Adj | 6578 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 6578 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 6578 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 7001 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 7001 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 7001 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 6578 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 20429 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 3763 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 6626 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 5818 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 36636 | TotalExcessDistriCarryover |
| Qualifying Distributions | 7001 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6578 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 423 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 37059 | 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 | 20429 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 16630 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 3763 | ExcessFromYear3 |
| Excess From Year2 | 6626 | ExcessFromYear2 |
| Excess From Year1 | 5818 | ExcessFromYear1 |
| Excess From Current Year | 423 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RHODA STEINBERG MALAMUT | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BOCA RATON COMM HOSP FDN | |||||||
| 745 MEADOWS RD | BOCA RATON | FL | 33486 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| CONGREGATION BETH ISRAEL | |||||||
| 2501 SHORE ROAD | NORTHFIELD | NJ | 08225 | NONE | 501(C)(3) | UNRESTRICTED | $1,751 |
| COMMUNITY FOODBANK OF NJ SOUTH | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | 501(C)(3) | UNRESTRICTED | $50 |
| GILDA'S CLUB | |||||||
| 700 NEW ROAD | LINWOOD | NJ | 08221 | NONE | 501(C)(3) | UNRESTRICTED | $300 |
| GREATER BOCA RATON CANCER CHAP | |||||||
| 1192 EAST NEWPORT CENTER DR | DEERFIELD BEACH | NJ | 33442 | NONE | 501(C)(3) | UNRESTRICTED | $275 |
| HOLOCAUST RESOURCE CTR CTR | |||||||
| 101 VERA KING DRIVE | GALLOWAY | NJ | 08205 | NONE | 501(C)(3) | UNRESTRICTED | $100 |
| JEWISH FAMILY SERV | |||||||
| 607 N JEROME AVE | MARGATE | NJ | 08402 | NONE | 501(C)(3) | UNRESTRICTED | $100 |
| JEWISH FEDERATION | |||||||
| 501 N JEROME AVE | MARGATE | NJ | 08402 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 216 HADDON AV SUITE 238 | WESTMONT | NJ | 08108 | NONE | 501(C)(3) | UNRESTRICTED | $100 |
| PMC | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | 501(C)(3) | UNRESTRICTED | $100 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 115 BROADWAY SUITE 1301 | NEW YORK | NY | 10006 | NONE | 501(C)(3) | UNRESTRICTED | $175 |
| SEASHORE GARDEN LIVING | |||||||
| 22 W JIMMIE LEEDS RD | GALLOWAY | NJ | 08205 | NONE | 501(C)(3) | UNRESTRICTED | $50 |
| SPIN FOR THE CURE | |||||||
| 830 MAIN ST 10TH FLOOR | CINCINNATI | OH | 45202 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 7001 | 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 | $3,564 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,908 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,472 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8472 | 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) |
|---|---|---|
| Amount | $1,995 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | CHARITABLE FOUNDATIONS WHOSE GROSS CONTRIBUTIONS DO NOT EXCEED $10,000 IN A FISCAL YEAR AND WHO DO NOT COMPENSATE ANYONE IN CONNECTION WITH THE SOLICITATION OF CONTRIBUTIONS OR FUND RAISING ARE NOT REQUIRED TO PROVIDE A COPY OF THE 990PF TO THE ATTORNEY GENERAL OF THE STATE OF NEW JERSEY. | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 143404 | EOYBookValue |
| EOYFMV | 143404 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BROKERAGE ACCOUNT FEES | Description |
| Revenue And Expenses Per Books | 2008 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2008 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN (LOSSES) ON INVESTMENTS | Description |
| Amount | $15,427 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | RHODA STEINBERG MALAMUT | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BOARDWALK APT 717 | AddressLine1 |
| City | VENTNOR | City |
| State | NJ | State |
| ZIP Code | 08406 | ZIPCode |
Comments