GREENBLATT FAMILY CHARITABLE TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GREENBLATT FAMILY CHARITABLE TR (EIN 27-6946683)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-27
- IRS object ID
- 201201799349100010
- 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 Stock Schedule
- Other Expenses Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-27T13:00:56-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131610809 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAGLE ROCK AVENUE STE 200 | AddressLine1 |
| City | EAST HANOVER | City |
| State | NJ | State |
| ZIP Code | 07936 | 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 | 276946683 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREENBLATT FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GREE | NameControl |
| Phone | 2127365100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 STEWART ROAD | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM GREENBLATT | Name |
| Title | TRUSTEE | Title |
| Phone | 2127365100 | Phone |
| Date Signed | 2012-06-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT TESTA | Name |
| PTIN | P00003620 | PTIN |
| Phone | 9739293500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 2057624 | 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 | 795 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 795 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 40878 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 40878 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 525 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 165389 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 525 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 42198 | TotalRevenueAndExpenses |
| Total Net Investment Income | 42198 | 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 |
| Taxes Rev And Expnss | 4 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 910 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 30 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 914 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 30 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 64450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 64450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 65364 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 30 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 64450 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -23166 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 42168 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2000002 | CashBOY |
| Cash EOY | 156697 | CashEOY |
| Cash EOYFMV | 156697 | CashEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1820139 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1900927 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2000002 | TotalAssetsBOY |
| Total Assets EOY | 1976836 | TotalAssetsEOY |
| Total Assets EOYFMV | 2057624 | 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 | 2000002 | RetainedEarningsBOY |
| Retained Earnings EOY | 1976836 | RetainedEarningsEOY |
| Total Net Assets BOY | 2000002 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1976836 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2000002 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1976836 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2000002 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -23166 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1976836 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1976836 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 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 |
|---|---|---|---|---|---|---|---|
| 320 SHS ABBOTT LABORATORIES | P | 2011-03-16 | 2011-03-17 | 15009 | 15101 | -92 | -92 |
| 150 SHS CHEVRON CORPORATION | P | 2011-03-16 | 2011-03-17 | 15322 | 15166 | 156 | 156 |
| 195 SHS COLGATE PALMOLIVE CO | P | 2011-03-16 | 2011-03-17 | 14961 | 15011 | -50 | -50 |
| 345 SHS DOMINION RESOURCES INC | P | 2011-03-16 | 2011-03-17 | 14985 | 15156 | -171 | -171 |
| 185 SHS EXXON MOBIL CORP | P | 2011-03-16 | 2011-03-17 | 14937 | 14987 | -50 | -50 |
| 360 SHS HEWLETT PACKARD CO | P | 2011-03-16 | 2011-03-17 | 14981 | 14738 | 243 | 243 |
| 185 SHS LOCKHEED MARTIN CORP | P | 2011-03-16 | 2011-03-17 | 14870 | 14701 | 169 | 169 |
| 600 SHS MICROSOFT CORP | P | 2011-03-16 | 2011-03-17 | 15061 | 14880 | 181 | 181 |
| 240 SHS PEPSICO INC | P | 2011-03-16 | 2011-03-17 | 15127 | 15025 | 102 | 102 |
| 250 SHS PROCTER & GAMBLE CO | P | 2011-03-16 | 2011-03-17 | 15057 | 15058 | -1 | -1 |
| 190 SHS UNITED TECHNOLOGIES CORP | P | 2011-03-16 | 2011-03-17 | 15079 | 15041 | 38 | 38 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 525 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1970002 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.0 | TotalDistributionRatio |
| Average Distribution Ratio | 0.0 | AverageDistributionRatio |
| Net Noncharitable Assets | 1986066 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 422 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 422 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 64450 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 422 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 422 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 422 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 422 | 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 | 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 | FRIEDMAN LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9739293500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAGLE ROCK AVENUE SUITE 200 | AddressLine1 |
| City | EAST HANOVER | City |
| State | NJ | State |
| ZIP Code | 07936 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM M GREENBLATT | ||||||||
| 45 STEWART ROAD | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JUDITH S GREENBLATT | ||||||||
| 45 STEWART ROAD | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| STEVEN JACOB GREENBLATT | ||||||||
| 45 STEWART ROAD | SHORT HILLS | NJ | 07078 | TRUSTEE | 1.00 | 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 | 1561996 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 454315 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2016311 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2016311 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 30245 | CashDeemedCharitable |
| Net Noncharitable Assets | 1986066 | NetNoncharitableAssets |
| Minimum Investment Return | 99303 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 99303 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 422 | TaxBasedOnInvestmentIncome |
| Total Tax | 422 | TotalTax |
| Distributable Amount Before Adj | 98881 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 98881 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 98881 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 64450 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 64450 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 422 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 64028 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 98881 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 8632 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 64450 | QualifyingDistributions |
| Applied To Year1 | 8632 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 55818 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 43063 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM M GREENBLATT | 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 |
|---|---|---|---|---|---|---|---|
| ROOM TO SOAR - SUMMIT JEWISH COMMUNITY CENTER | |||||||
| 67 KENT PLACE BOULEVARD | SUMMIT | NJ | 07901 | NONE | 501(C)(3) | NON-RESTRICTED | $15,700 |
| ECLC FOUNDATION OF NJ | |||||||
| 100 PASSAIC AVENUE | CHATHAM | NJ | 07928 | NONE | 501(C)(3) | NON-RESTRICTED | $25,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | 501(C)(3) | NON-RESTRICTED | $5,500 |
| JEWISH VOCATIONAL SERVICE | |||||||
| 111 PROSPECT STREET | EAST ORANGE | NJ | 07017 | NONE | 501(C)(3) | NON-RESTRICTED | $750 |
| GOLDA OCH ACADEMY | |||||||
| 122 GREGORY AVENUE | WEST ORANGE | NJ | 07052 | NONE | 501(C)(3) | NON-RESTRICTED | $1,000 |
| THE RACHEL COALITION | |||||||
| 256 COLUMBIA TPK SUITE 105 | FLORHAM PARK | NJ | 07932 | NONE | 501(C)(3) | NON-RESTRICTED | $500 |
| CITY PARK FOUNDATION | |||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | NON-RESTRICTED | $2,100 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 225 MILLBURN AVENUE SUITE 305 | MILLBURN | NJ | 07041 | NONE | 501(C)(3) | NON-RESTRICTED | $1,600 |
| CORDOZO LAW SCHOOL | |||||||
| 55 FIFTH AVENUE | NEW YORK | NY | 10003 | NONE | 501(C)(3) | NON-RESTRICTED | $1,000 |
| SOPAC | |||||||
| 1 SOPAC WAY | SOUTH ORANGE | NJ | 07079 | NONE | 501(C)(3) | NON-RESTRICTED | $600 |
| SUCCESS CHARTER NETWORK | |||||||
| 310 LENOX AVENUE 2ND FLOOR | NEW YORK | NY | 10027 | NONE | 501(C)(3) | NON-RESTRICTED | $10,000 |
| PRESTON ROBERT TISCH BRAIN TUMOR CENTER | |||||||
| DUKE UNIVERSITY MEDICAL CENTER | DURHAM | NC | 27710 | NONE | 501(C)(3) | NON-RESTRICTED | $200 |
| SHORE FRIENDS OF CAMP OAK | |||||||
| 111 MONMOUTH ROAD | OAKHURST | NJ | 07755 | NONE | 501(C)(3) | NON-RESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 64450 | 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 | $795 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,878 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $525 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $42,198 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 42198 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BARCLAYS | NameOfStock |
| EOY Book Value | 1820139 | EOYBookValue |
| EOYFMV | 1900927 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 30 | 30 | 0 |
| STATE FILING FEES | 30 | 0 | 0 |
| FEDERAL FILING FEES | 850 | 0 | 0 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | RETURN IS BEING FILED LATE DUE TO PREPARER OVERSIGHT. THIS IS THE FIRST FULL YEAR OF THE FOUNDATION AND THE RETURN WAS NOT PROPERLY ADDED TO THE DUE DATE REPORT. | Explanation |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $4 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments