MARGARET A@DARRIN CHARITABLE TRUST: Form 990PF, tax year 2022
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- Organization
- MARGARET A@DARRIN CHARITABLE TRUST (EIN 47-6723443)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202321329349102117
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T10:49:21-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464409177 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECHELON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 TAYLOR AVE | AddressLine1Txt |
| City | MANASQUAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08736 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476723443 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET A DARRIN CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O MICHAEL T HANIFIN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 9738222905 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 COLUMBIA TPKE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL T HANIFIN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 9738222905 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | HANIFIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS M SCALABRINI | PreparerPersonNm |
| PTIN | P00005953 | PTIN |
| Phone | 7329037338 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $129,487,822 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $700,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $81,136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81,136 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,738,301 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,734,111 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $90,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $90,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $37,584 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,558,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,480,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,558,693 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34,854 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $549 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,202,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,464,489 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $472,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $118,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $354,375 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $108,438 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $27,109 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $81,329 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $106,581 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $26,645 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $79,936 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,701 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $925 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,776 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $616,846 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $616,846 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $366,595 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76,848 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35,442 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,874 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $15,941 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $110,376 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,167 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80,181 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,842,011 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $919,881 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $655,864 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,892,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,892,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,734,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $919,881 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,548,364 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,531,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,544,608 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,794,551 | CashBOYAmt |
| Cash EOY | $4,231,231 | CashEOYAmt |
| Cash EOYFMV | $4,231,231 | CashEOYFMVAmt |
| Corporate Stock BOY | $95,787,724 | CorporateStockBOYAmt |
| Corporate Stock EOY | $90,814,358 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $107,574,465 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,940,410 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,200,063 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,230,874 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $621,689 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $31,420 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $606,210 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $590,269 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $621,689 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $9,586,858 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,372,195 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,411,703 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $420,990 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,754 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $408,169 | LandBOYAmt |
| Land EOY | $396,236 | LandEOYAmt |
| Land EOYFMV | $417,181 | LandEOYFMVAmt |
| Other Assets BOY | $299 | OtherAssetsBOYAmt |
| Other Assets EOY | $679 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $679 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $119,124,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,605,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,487,822 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,850 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,850 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,850 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,733,616 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,745,953 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $107,384,755 | RetainedEarningBOYAmt |
| Retained Earning EOY | $101,853,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,118,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,599,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $119,124,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,605,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,118,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,531,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,337 | OtherIncreasesAmt |
| Subtotal | $113,599,181 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $113,599,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| BNY - PUBLICLY TRADED SECURITIES | $3,850,399 | $4,850,019 | -$999,620 | -$999,620 | |
| BNY - PUBLICLY TRADED SECURITIES | $19,038,342 | $16,656,752 | $2,381,590 | $2,381,590 | |
| JPM - PUBLICLY TRADED SECURITIES | $5,586,125 | $6,430,062 | -$843,937 | -$843,937 | |
| JPM - PUBLICLY TRADED SECURITIES | $8,325,646 | $7,984,484 | $341,162 | $341,162 | |
| CAPITAL GAINS DIVIDENDS | $679,498 | $679,498 | $679,498 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,558,693 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,270 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,270 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,270 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,305 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $74,305 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,035 | OverpaymentAmt |
| Applied To ES Tax | $25,035 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL T HANIFIN TTEE | IndividualWithBooksNm |
| Phone | 9738222905 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 COLUMBIA TURNPIKE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL T HANIFIN | ||||||||
| 120 COLUMBIA TURNPIKE | FLORHAM PARK | NJ | 07932 | CO-TRUSTEE | 30.00 | $315,000 | $56,497 | $6,932 |
| KEVIN J O'DONNELL | ||||||||
| 960 S OCEAN BLVD | DELRAY BEACH | FL | 33483 | CO-TRUSTEE | 15.00 | $157,500 | $12,500 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONICA CAROLAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 WOODWARD LANE | AddressLine1Txt |
| City | BASKING RIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATIVE ASSIS | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $96,500 | CompensationAmt |
| Employee Benefits | $36,657 | EmployeeBenefitsAmt |
| Expense Account | $4,040 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description4 | N/A | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $133,640,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,544,673 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $621,689 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $139,807,294 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $139,807,294 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,097,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $137,710,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,885,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,885,509 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,270 | TotalTaxAmt |
| Distributable Before Adj | $6,836,239 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,836,239 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,836,239 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,548,364 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,548,364 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,836,239 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,626,262 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,548,364 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,626,262 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,836,239 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,863 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $85,863 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $85,863 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $85,863 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARGARET A DARRIN CHARITABLE TRUST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MICHAEL T HANIFIN TTEE 120 | AddressLine1Txt |
| Address Line2 | COLUMBIA TURNPIKE | AddressLine2Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9738222905 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF LETTER DESCRIBING CHARITY AND PURPOSE OF CONTRIBUTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION DOES NOT HAVE A SUBMISSION DEADLINE FOR APPLICATIONS | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT HAVE LIMITATION ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 23 VREELAND ROADSUITE 105 | FLORHAM PARK | NJ | 07932 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 1918 | MORRISTOWN | NJ | 07962 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 4217 PARK PLACE CT | GLEN ALLEN | VA | 23060 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 55 W WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| AMERICAN RED CROSS - DISASTER RELIEF | |||||||
| 209 FAIRFIELD ROAD | FAIRFIELD | NJ | 07004 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $150,000 |
| ANDEAN HEALTH & DEVELOPMENT UW DEPARTMENT OF FAMILY MEDICINE | |||||||
| 1100 DELAPLAINE CT | MADISON | WI | 53715 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $100,000 |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE STREET SUITE 600 | ATLANTA | GA | 30309 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| BETHEL RIDGE CORPORATION | |||||||
| PO BOX 138 | BASKING RIDGE | NJ | 07920 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| CASA OF MORRIS & ESSEX COUNTIES | |||||||
| 18 CATTANO AVE | MORRISTOWN | NJ | 07960 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $850,000 |
| CENTER FOR GREAT EXPECTATIONS | |||||||
| 19 DELLWOOD LANE | SOMERSET | NJ | 08873 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $250,000 |
| CHESHIRE HOME | |||||||
| 9 RIDGEDALE AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| COMMUNITY IN CRISIS | |||||||
| PO BOX 85 | LIBERTY CORNER | NJ | 07938 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $175,000 |
| CROSSROADS4HOPE | |||||||
| 3 CROSSROADS DRIVE | BEDMINSTER | NJ | 07921 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $350,000 |
| COVENANT HOUSE | |||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 07102 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| DEIDRE'S HOUSE | |||||||
| 8 COURT STREET | MORRISTOWN | NJ | 07960 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $75,000 |
| THE DOE FUND | |||||||
| 345 EAST 102ND STREET | NEW YORK | NY | 10029 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| EVA'S VILLAGE | |||||||
| 393 MAIN STREET | PATERSON | NJ | 07501 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $500,000 |
| FLORHAM PARK FIRE DEPT | |||||||
| 315 BROOKLAKE ROAD | FLORHAM PARK | NJ | 07932 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $2,500 |
| FLORHAM PARK FIRST AID SQUAD | |||||||
| 60 FELCH ROAD | FLORHAM PARK | NJ | 07932 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $2,500 |
| FORT TICONDEROGA ASSOCIATION | |||||||
| FORT ROAD BOX 390 | TICONDEROGA | NY | 12883 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| FRESH AIR FUND | |||||||
| 43 HILL STREET | NEWARK | NJ | 07102 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| HABITAT FOR HUMANITY (MORRIS) | |||||||
| 274 SOUTH SALEM STREET SUITE 100 | RANDOLPH | NJ | 07869 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $500,000 |
| HAGUE VOLUNTEER FIRE DEPART | |||||||
| PO BOX 585 | HAGUE | NY | 12836 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| HARVARD UNIVERSITY | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $10,000 |
| INTERFAITH FOOD PANTRY | |||||||
| 2 EXECUTIVE DRIVE | MORRIS PLAINS | NJ | 07950 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $250,000 |
| JERSEY BATTERED WOMEN'S SERVICE | |||||||
| PO BOX 1437 | MORRISTOWN | NJ | 07962 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $25,000 |
| LAKE GEORGE ASSOCIATION | |||||||
| PO BOX 408 | LAKE GEORGE | NY | 12845 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $500,000 |
| LAKE GEORGE LAND CONSERVANCY | |||||||
| 4905 LAKE SHORE DRIVE | BOLTON LANDING | NY | 12814 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $550,000 |
| MAKE A WISH NEW JERSEY SAMUEL & JOSEPHINE PLUMERI WISHING PLACE | |||||||
| 1384 PERRINEVILLE ROAD | MONROE TOWNSHIP | NJ | 08831 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| MARCH OF DIMES | |||||||
| 959 HIGHWAY 46 SUITE 210 | PARSIPPANY | NJ | 07054 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| MORRISTOWN MEDICAL CENTER FOUNDATION | |||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $500,000 |
| MULTIPLE SCLEROSIS ASSOCIATION | |||||||
| 375 KINGS HIGHWAY NORTH | CHERRY HILL | NJ | 08034 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| NEW YORK CITY RESCUE MISSION | |||||||
| CANAL ST STATION PO BOX 275 | NEW YORK | NY | 10013 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| NOURISHNJ | |||||||
| 57 E PARK PLACE 2FL | MORRISTOWN | NJ | 07960 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $1,000,000 |
| PATRIOTS PATH - BOY SCOUTS | |||||||
| 1 SADDLE ROAD | CEDAR KNOLLS | NJ | 07927 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $75,000 |
| PURE WATER FOR THE WORLD | |||||||
| PO BOX 55 | RUTLAND | VT | 05702 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| SAINT HUBERTS GIRALDA | |||||||
| PO BOX 159 | MADISON | NJ | 07940 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $10,000 |
| SCHOOL FOR SPECIAL CHILDREN | |||||||
| PO BOX 1979 1145 DELSEA DRIVE | WESTVILLE | NJ | 08093 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| SEEING EYE | |||||||
| PO BOX 375 | MORRISTOWN | NJ | 07963 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $75,000 |
| SOUND START FOUNDATION | |||||||
| PO BOX 155 | MOUNTAIN LAKES | NJ | 07046 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $25,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750100 | DALLAS | TX | 75275 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $10,000 |
| SPECIAL OLYMPICS NEW JERSEY | |||||||
| 1 EUNICE KENNEDY SHRIVER WAY | LAWRENCEVILLE | NJ | 08648 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| ST JUDE'S CHILDRENS HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38101 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $10,000 |
| SUMMIT MEDICAL GROUP FOUNDATION | |||||||
| 890 MOUNTAIN AVENUE SUITE 305 | NEW PROVIDENCE | NJ | 07974 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $25,000 |
| SUMMIT SPEECH SCHOOL | |||||||
| 705 CENTRAL AVENUE | NEW PROVIDENCE | NJ | 07974 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $400,000 |
| TRI-COUNTY SCHOLARSHIP FUND | |||||||
| 14 WEST MAIN STREET | MENDHAM | NJ | 07945 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $500,000 |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| UNITED WAY OF MORRIS | |||||||
| PO BOX 1948 | MORRISTOWN | NJ | 07962 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| US OLYMPIC COMMITTEE | |||||||
| ONE OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $5,000 |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| VILLANOVA | |||||||
| 800 E LANCASTER | VILLANOVA | PA | 190859971 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $10,000 |
| WOMANSPACE INC | |||||||
| 1530 BRUNSWICK AVENUE | LAWRENCEVILLE | NJ | 08648 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| BONNIE BRAE | |||||||
| 3415 VALLEY ROAD | LIBERTY CORNER | NJ | 07938 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $150,000 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | |||||||
| 1818 LIBERTY ST SUITE 500 | RESTON | VA | 20190 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $7,500 |
| CITY LAX | |||||||
| 65 WEST 89TH STREET | NEW YORK | NY | 10024 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $2,500 |
| I HAVE A DREAM FOUNDATION | |||||||
| 322 EIGHTH AVENUE SUITE 202 | NEW YORK | NY | 10001 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $250,000 |
| LITTLE HILL FOUNDATION | |||||||
| 61 WARD ROAD | BLAIRSTOWN | NJ | 07825 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $750,000 |
| MIDLAND SCHOOL | |||||||
| PO BOX 5026 94 READINGTON RD | NORTH BRANCH | NJ | 08876 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $250,000 |
| NJ COALITION TO END DOMESTIC VIOLENCE | |||||||
| 1 N JOHNSTON AVENUE SUITE A270 | HAMILTON | NJ | 08609 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $25,000 |
| NOLS | |||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $250,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | CASH | TO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,892,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,136 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,738,301 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $37,584 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $549 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,558,693 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR EXCISE TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,305 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,450,568 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,450,568 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF MARGARET A DARRIN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 COLUMBIA TPKE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $29,100 | Amt |
| Net Investment Income | $7,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,825 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FLORHAM PARK BUILDING | 2020-12-22 | $980,000 | $25,128 | SL | 39.000000000000 | $15,077 | $15,077 |
| COMPUTER EQUIPMENT - IMAC | 2020-01-21 | $6,531 | $2,503 | SL | 5.000000000000 | $1,306 | $0 |
| FLORHAM PARK BUILDING | 2020-12-22 | $980,000 | $25,128 | SL | 39.000000000000 | $10,051 | $0 |
| FLORHAM PARK BUILDING - IMPROVEMENT | 2021-06-08 | $40,193 | $601 | SL | 39.000000000000 | $412 | $0 |
| FLORHAM PARK BUILDING - IMPROVEMENT | 2021-10-27 | $7,500 | $32 | SL | 39.000000000000 | $77 | $0 |
| FLORHAM PARK BUILDING - IMPROVEMENT | 2021-11-04 | $8,454 | $36 | SL | 39.000000000000 | $87 | $0 |
| FLORHAM PARK BUILDING - IMPROVEMENT | 2021-06-08 | $40,193 | $601 | SL | 39.000000000000 | $619 | $619 |
| FLORHAM PARK BUILDING - IMPROVEMENT | 2021-10-27 | $7,500 | $32 | SL | 39.000000000000 | $115 | $115 |
| FLORHAM PARK BUILDING - IMPROVEMENT | 2021-11-04 | $8,454 | $36 | SL | 39.000000000000 | $130 | $130 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US FIXED INCOME | $8,779,883 | $7,877,353 |
| TAXABLE FIXED INCOME | $2,420,180 | $2,353,521 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US ALL CAP EQUITY | $15,983,159 | $21,994,606 |
| US LARGE CAP EQUITY | $39,601,284 | $53,060,364 |
| US MID CAP EQUITY | $8,770,095 | $8,818,407 |
| US SMALL CAP EQUITY | $9,738,922 | $9,064,521 |
| EAFE EQUITY | $3,518,746 | $3,120,644 |
| ASIA EX-JAPAN EQUITY | $248,287 | $239,284 |
| DEVELOPED INTERNATIONAL EQUITY | $6,820,385 | $6,105,146 |
| EMERGING MARKETS EQUITY | $6,133,480 | $5,171,493 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HIGH YIELD POOLED VEHICLE FIXED INCOME | AT COST | $1,007,939 | $947,520 |
| ALTERNATIVE INVESTMENTS | AT COST | $5,364,256 | $5,464,183 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,701 | LegalFeesAmt |
| Net Investment Income | $925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,776 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM TENANTS - UTILITIES | Desc |
| BOY Book Value | $299 | BOYBookValueAmt |
| EOY Book Value | $679 | EOYBookValueAmt |
| EOYFMV | $679 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL FEES | $6,351 | $1,588 | $4,763 |
| EMPLOYEE DENTAL BENEFIT EXPENSE | $10,972 | $2,743 | $8,229 |
| INSURANCE EXPENSES | $33,080 | $0 | $33,080 |
| POSTAGE | $34 | $0 | $34 |
| MISCELLANEOUS EXPENSES | $762 | $0 | $762 |
| UTILITIES - ELECTRIC | $4,614 | $0 | $4,614 |
| UTILITIES - WATER & SEWER | $2,381 | $0 | $2,381 |
| ELECTRIC - HOUSE METER | $175 | $0 | $175 |
| LANDSCAPE/ PLOW | $10,946 | $0 | $10,946 |
| COMPUTER EXPENSES | $1,256 | $0 | $1,256 |
| MAINTENANCE | $5,644 | $0 | $5,644 |
| OFFICE SUPPLIES | $3,408 | $0 | $3,408 |
| TELEPHONE | $3,208 | $0 | $3,208 |
| NJ FILING FEE | $28 | $0 | $0 |
| PUBLICATION | $1,179 | $0 | $1,179 |
| MEMBERSHIP | $128 | $0 | $128 |
| TRASH REMOVAL | $374 | $0 | $374 |
| RENTAL ACTIVITY - UTILITIES | $263 | $263 | $0 |
| RENTAL ACTIVITY - WASTE MANAGEMENT | $689 | $689 | $0 |
| RENTAL ACTIVITY - LANDSCAPING AND SNOW REMOVAL | $16,418 | $16,418 | $0 |
| RENTAL ACTIVITY - REPAIRS AND MAINTENANCE | $8,466 | $8,466 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTIONS PROCEEDS | $129 | $129 | $129 |
| ADVISORY FEE REFUND | $420 | $420 | $420 |
| PRIOR YEAR EXCISE TAX REFUND | $34,305 | $34,305 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT BY BROKER | Desc |
| Amt | $12,337 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $5,850 | BOYBookValueAmt |
| EOY Book Value | $5,850 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES - JP MORGAN | $299,301 | $299,301 | $0 |
| INVESTMENT ADVISORY FEES - BNY MELLON | $317,545 | $317,545 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF MARGARET A DARRIN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 COLUMBIA TPKE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $56,759 | $56,759 | $0 |
| EXCISE TAXES PAID | $254,305 | $0 | $0 |
| PAYROLL TAXES PAID | $37,799 | $9,450 | $28,349 |
| REAL ESTATE TAX | $7,093 | $0 | $7,093 |
| RENTAL ACTIVITY - REAL ESTATE TAXES | $10,639 | $10,639 | $0 |
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