THE JOSE M GARCIA FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE JOSE M GARCIA FOUNDATION INC (EIN 22-3369956)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-03-16
- IRS object ID
- 202400769349100705
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-16T10:26:49-04:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570927046 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAREY & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 MAIN STREET SUITE 100 | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223369956 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSE M GARCIA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 9733248741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 SHELTER COVE LANE SUITE 103 | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD H QUINN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9733248741 | PhoneNum |
| Signature | 2023-03-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | QUINN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK P CAREY JR CPA | PreparerPersonNm |
| PTIN | P00033247 | PTIN |
| Phone | 8436814430 | PhoneNum |
| Preparation | 2024-03-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,571,593 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $60,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,638 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $292,669 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $292,669 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $270,375 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $5,068 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $407,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,068 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $358,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $358,375 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,129 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $53,961 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,455 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,506 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $39,216 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $39,216 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,988 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,340 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $10,110 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,110 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $3,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,400 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $600 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,632 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,632 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,543 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,542 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,001 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $229,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,907 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $382,272 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $382,272 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $611,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $419,179 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$253,476 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $216,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $197,326 | CashBOYAmt |
| Cash EOY | $163,785 | CashEOYAmt |
| Cash EOYFMV | $163,785 | CashEOYFMVAmt |
| US Government Obligations BOY | $211,080 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $118,046 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $118,046 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,871,963 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,854,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,781,420 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $648,515 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $744,910 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $744,910 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,165,247 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $401,341 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $774,015 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $763,906 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,566,588 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $211,888 | OtherAssetsBOYAmt |
| Other Assets EOY | $196,844 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $196,844 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,914,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,841,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,571,593 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $62,550 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $32,932 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $788,546 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $827,697 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $851,096 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $860,629 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $6,063,691 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,981,149 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,063,691 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,981,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,914,787 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,841,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,063,691 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$253,476 | ExcessRevenueOverExpensesAmt |
| Other Increases | $225,617 | OtherIncreasesAmt |
| Subtotal | $6,035,832 | SubtotalAmt |
| Other Decreases | $54,683 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,981,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | P | $39,421 | $39,472 | -$51 | -$51 |
| CHARLES SCHWAB | P | $368,211 | $363,092 | $5,119 | $5,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,068 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,015 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,015 | SubtotalAmt |
| Tax Based On Investment Income | $3,015 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,497 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,497 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,482 | OverpaymentAmt |
| Applied To ES Tax | $6,482 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 9733248741 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 SHELTER COVE LANE SUITE 103 | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GORDON D MEYER | ||||||||
| 19 SHELTER COVE LANE SUITE 103 | HILTON HEAD ISLAND | SC | 29928 | VICE PRESIDE | 2.50 | $13,000 | $0 | $0 |
| DONALD H QUINN | ||||||||
| 19 SHELTER COVE LANE SUITE 103 | HILTON HEAD ISLAND | SC | 29928 | PRESIDENT | 2.50 | $13,000 | $0 | $0 |
| LAURA FIGUEROA | ||||||||
| 19 SHELTER COVE LANE SUITE 103 | HILTON HEAD ISLAND | SC | 29928 | SECRETARY/TR | 1.50 | $13,000 | $0 | $0 |
| JORGE COROMINAL | ||||||||
| 19 SHELTER COVE LANE SUITE 103 | HILTON HEAD ISLAND | SC | 29928 | ASSISTANT SE | 0.50 | $13,000 | $0 | $0 |
| ELLA GLOVER | ||||||||
| 19 SHELTER COVE LANE SUITE 103 | HILTON HEAD ISLAND | SC | 29928 | VICE PRESIDE | 0.50 | $13,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,427,041 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $228,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,003,754 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,659,028 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,659,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,544,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $377,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $377,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,015 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,015 | TotalTaxAmt |
| Distributable Before Adj | $374,192 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $374,192 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $374,192 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $419,179 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $419,179 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $374,192 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $200,578 | UndistributedIncomePYAmt |
| Qualifying Distributions | $419,179 | QualifyingDistributionsAmt |
| Applied To Year1 | $200,578 | AppliedToYear1Amt |
| Applied To Current Year | $218,601 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $155,591 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD QUINN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 SHELTER COVE LANE SUITE 103 | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9733248741 | RecipientPhoneNum |
| Form And Info And Materials | LETTER INDICATING PRIMARY USE OF FUNDS AND BACKGROUND INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY OCTOBER 31ST. | SubmissionDeadlinesTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHRISTIAN HEALTH CARE CENTER | ||||||
| FOUNDATION | 301 SICOMAC AVENUE | WICKOFF | NJ | 07481 | GENERAL OPERATING | $18,000 |
| FRONTIER HARVEST MINISTRIES | ||||||
| PO BOX 127 | OAKMONT | PA | 15139 | GENERAL OPERATING | $5,000 | |
| HERITAGE LIBRARY FOUNDATION INC | ||||||
| PO BOX 5950 | HILTON HEAD | SC | 29938 | GENERAL OPERATING | $15,500 | |
| HOPE CHRISTIAN SERVICES | ||||||
| 700 MOUNTAIN AVE | WYCOFF | NJ | 07481 | GENERAL OPERATING | $9,500 | |
| MARION MEDICAL MISSION | ||||||
| 1412 SHAWNEE DR | MARION | IL | 62959 | GENERAL OPERATING | $6,000 | |
| MASONIC CHARITY FOUNDATION | ||||||
| OF NEW JERSEY | 902 JACKSONVILLE ROAD | BURLINGTON | NJ | 08016 | GENERAL OPERATING | $73,000 |
| NEIGHBORHOOD OUTREACH CONNECTION | ||||||
| PO BOX 23558 | HILTON HEAD | SC | 29925 | GENERAL OPERATING | $23,000 | |
| SOUTH EAST ASIA PRAYER CENTER | ||||||
| PO BOX 127 | OAKMONT | PA | 15139 | GENERAL OPERATIONS | $25,000 | |
| THE BAPTIST HOME SOCIETY OF | ||||||
| NEW JERSEY | 707 EAGLE ROCK AVENUE | WEST ORANGE | NJ | 07052 | GENERAL OPERATIONS | $15,000 |
| UNITY SCHOOL OF CHRISTIANITY | ||||||
| 1901 N W BLUE PARKWAY | UNITY VILLAGE | MO | 64065 | GENERAL OPERATING | $146,000 | |
| HAITI OUTREACH MINISTRIES | ||||||
| PO BOX 942 | MATTHEWS | NC | 28106 | GENERAL OPERATING | $14,000 | |
| HOPE MOUNTAIN | ||||||
| 11215 CR-22 | CALERA | AL | 35040 | GENERAL OPERATING | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,638 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $270,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,068 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $336,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $336,081 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,129 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year Depreciation | $72,262 | PriorYearDepreciationAmt |
| Current Year Expense | $10,110 | CurrentYearExpenseAmt |
| Net Investment Income | $10,110 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF NEW JERSEY DOES NOT REQUIRE THE FOUNDATION TO FURNISH THEM A COPY OF FORM 990-PF SINCE IT IS NOT A REGISTERED CHARITY. THE FOUNDATION IS ONLY REQUIRED TO REGISTER WITH THE STATE IF IT RECEIVES MORE THAN 10,000 IN ANNUAL GROSS CONTRIBUTIONS. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $744,910 | EOYBookValueAmt |
| EOYFMV | $744,910 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,854,287 | EOYBookValueAmt |
| EOYFMV | $4,781,420 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $1,165,247 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $401,341 | AccumulatedDepreciationAmt |
| Book Value | $763,906 | BookValueAmt |
| EOYFMV | $1,566,588 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID EXPENSES | $32,500 | $32,500 | $32,500 |
| PREPAID CONTRIBUTION | $176,028 | $158,756 | $158,756 |
| PREPAID TAXES | $3,360 | $5,588 | $5,588 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $54,683 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL INCOME | |||
| PROPERTY EXPENSES | $11,954 | $11,954 | |
| EXPENSES | |||
| INSURANCE | $4,588 | $4,588 | |
| OFFICE EXPENSES | $2,001 | $2,001 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN BVG INVESTMENT | Desc |
| Amt | $225,617 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $65 | |
| SECURITY DEPOSITS | $4,161 | $4,161 |
| DUE TO BROOKVIEW GARDENS | $784,320 | $823,536 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $53,961 | Amt |
| Net Investment Income | $40,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,506 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $12,648 | |
| RENTAL INCOME | $10,340 | $10,340 |
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