INTERNATIONAL FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL FOUNDATION INC (EIN 13-1962255)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349101739
- Schema version
- 2023v5.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T09:50:14-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270623664 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CULLARI CARRICO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 LANE ROAD SUITE 300 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131962255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The International Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 9734063955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Lane Road 300 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John D'ATyree | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN CARRICO JR | PreparerPersonNm |
| PTIN | P00741048 | PTIN |
| Phone | 9734063955 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,124,849 | 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 | $655,305 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $655,305 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $655,305 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $447,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,529,358 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $447,309 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $447,309 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,102,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,102,614 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,102,614 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $106,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,312 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $100,938 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $30,120 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $30,120 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $141,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,638 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $136,112 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,762 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,572 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,190 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,020 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,411 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,609 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,236 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $962 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,274 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,575 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $858 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $74,717 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $508,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,753 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $390,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,201,274 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,201,274 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,710,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,753 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,591,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$607,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $983,861 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,102,614 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,347 | CashBOYAmt |
| Cash EOY | $56,407 | CashEOYAmt |
| Cash EOYFMV | $56,407 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $41,819 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $23,722 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $23,722 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,124,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,099,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,099,236 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,807,383 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,600,947 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,600,947 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,933,841 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,325,717 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,325,717 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $18,820 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,820 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,967,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,124,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,124,849 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $66,362 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $54,544 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $19,764 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $57,435 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $86,126 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $111,979 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,880,931 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $29,012,870 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,880,931 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,012,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,967,057 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,124,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,880,931 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$607,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,753,184 | OtherIncreasesAmt |
| Subtotal | $29,026,642 | SubtotalAmt |
| Other Decreases | $13,772 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,012,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE SUPPORTING SCHEDULE ATTACHED | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $7,529,358 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,082,049 | CostOrOtherBasisAmt |
| Gain Or Loss | $447,309 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $447,309 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $447,309 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $447,309 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,676 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,676 | SubtotalAmt |
| Tax Based On Investment Income | $13,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,134 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $29,134 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,458 | OverpaymentAmt |
| Applied To ES Tax | $15,458 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 | intlfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CULLARI CARRICO LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9734063955 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Lane Road Ste 300 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Letitia Butler | ||||||
| 7350 Hooking Road | McLean | VA | 22101 | Board Chair | 20.00 | $27,500 |
| Douglas Walker | ||||||
| PO Box 1655 | New Canaan | CT | 06840 | Brd. Vice Chair | 15.00 | $28,750 |
| John Tyree | ||||||
| 115 East 86th Street Apt 52 | New York | NY | 10028 | Treasurer | 20.00 | $6,250 |
| Matthew Hurlock | ||||||
| 1115 FIFTH AVENUE 3A | NEW YORK | NY | 10128 | Trustee | 0.00 | $25,000 |
| Fernando Soto | ||||||
| 2 West Delaware Place 1303 | Chicago | IL | 60610 | trustee | 0.00 | $0 |
| Sharon VanPelt | ||||||
| 3402 Kimberly Drive | Falls Church | VA | 22042 | trustee | 0.00 | $18,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cullari Carrico LLC | |||||
| 55 Lane Road Ste 300 | Fairfield | NJ | 07004 | Acctg,Tax,Admin Serv | $112,750 |
| Brown Brothers Harriman | |||||
| 140 Broadway | New York | NY | 10005 | Investment Advisory | $116,050 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,105,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,168,314 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $28,168,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $422,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,745,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,387,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,387,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,676 | TotalTaxAmt |
| Distributable Before Adj | $1,373,613 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,373,613 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,373,613 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,591,334 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,591,334 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,373,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,347,068 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,591,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,347,068 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $244,266 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,129,347 | 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 | Doug Walker | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Lane Road Suite 300 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | See foundation's website @ intlfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS US ADDRESSES | AddressLine1Txt |
| City | VARIOUS US CITIES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 00000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $1,201,274 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,201,274 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $655,305 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $447,309 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAP GAIN DISTRIBUTIONS | Desc |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $655,305 | ExclusionAmt |
| Related Or Exempt Function Incm | $447,309 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,102,614 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4811 | LineNumberTxt |
| Relationship Statement | Income from investments in securities and gains on sales ofsecurities are the sole sources of funding for the foundation'sgrants program. | RelationshipStatementTxt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Adminsitrative Management Fees | $112,750 | $5,638 | $0 | $107,112 |
| Audit | $29,000 | $0 | $0 | $29,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $100 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX DEPOSITS | Desc |
| EOY Book Value | $18,820 | EOYBookValueAmt |
| EOYFMV | $18,820 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO DEFERRED EXCISE TAX PROVISION | Desc |
| Amt | $13,772 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $17,158 | $858 | $16,300 |
| Miscellaneous | $630 | $630 | |
| Office expense - grants support | $9,721 | $9,721 | |
| Payroll Service Expense | $1,544 | $1,544 | |
| President's Fund | $16,250 | $16,250 | |
| Software - Grants | $15,150 | $15,150 | |
| Telephone - NJ Office | $1,456 | $1,456 | |
| Website | $13,666 | $13,666 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $19,764 | $57,432 |
| Rounding | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Services | CategoryTxt |
| Amt | $108,762 | Amt |
| Net Investment Income | $81,572 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $27,190 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax | $24,411 | $24,411 | |
| Payroll Tax Expense | $2,609 | $2,609 |