THE JOSE M GARCIA FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE JOSE M GARCIA FOUNDATION INC (EIN 22-3369956)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-09-15
- IRS object ID
- 202342589349100524
- Schema version
- 2021v4.2
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- 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 | 2023-09-15T12:48:14-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221624206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALESARDI QUACKENBUSH SWIFT & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH DEAN STREET - SUITE 5 | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | 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 INC | 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 | 707 EAGLE ROCK AVENUE | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD QUINN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9733248741 | PhoneNum |
| Signature | 2023-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICA MARTINEZ | PreparerPersonNm |
| PTIN | P00852340 | PTIN |
| Phone | 2015674100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $7,389,794 | 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 | $48,259 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,259 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $339,755 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $339,755 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $297,803 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $390,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $986,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $390,688 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $778,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $778,702 | 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 |
| Legal Fees Rev And Expnss | $2,842 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,458 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $70,867 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,253 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,133 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,703 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,343 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $32,312 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $32,312 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $6,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,800 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,200 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,076 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,661 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $415 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,925 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,343 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,602 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $253,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $159,112 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $365,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $365,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $159,112 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $401,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $160,519 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $619,590 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,584 | CashBOYAmt |
| Cash EOY | $197,325 | CashEOYAmt |
| Cash EOYFMV | $197,325 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,165,247 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $379,865 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $919,514 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $785,382 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,594,635 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $5,583,210 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,527,829 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,344,287 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $253,547 | OtherAssetsBOYAmt |
| Other Assets EOY | $253,547 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $253,547 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,817,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,764,083 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,389,794 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $49,192 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $48,376 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $727,739 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $731,189 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $776,931 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $779,565 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $6,040,924 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,984,518 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,040,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,984,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,817,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,764,083 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,040,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $160,519 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,201,443 | SubtotalAmt |
| Other Decreases | $216,925 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,984,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | P | $45,897 | $42,050 | $3,847 | $3,847 |
| CHARLES SCHWAB | P | $572,619 | $451,458 | $121,161 | $121,161 |
| 100 KENSINGTON BLVD, UNIT #1109 | P | $182,500 | $51,186 | $131,314 | $131,314 |
| 100 KENSINGTON BLVD, UNIT #1520 | P | $185,000 | $50,634 | $134,366 | $134,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $390,688 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,612 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,612 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $51 | EsPenaltyAmt |
| Overpayment | $697 | OverpaymentAmt |
| Applied To ES Tax | $697 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9733248741 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 EAGLE ROCK AVENUE | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | 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 | |||||||||
| C/O THE FOUNDATION 707 EAGLE ROCK | AVENUE | WEST ORANGE | NJ | 07052 | VICE PRESIDENT | 2.50 | $13,000 | $0 | $0 |
| DONALD H QUINN | |||||||||
| C/O THE FOUNDATION 707 EAGLE ROCK | AVENUE | WEST ORANGE | NJ | 07052 | PRESIDENT | 2.50 | $13,000 | $0 | $0 |
| LAURA FIGUEROA | |||||||||
| C/O THE FOUNDATION 707 EAGLE ROCK | AVENUE | WEST ORANGE | NJ | 07052 | SECRETARY/TREASURER | 1.50 | $13,000 | $0 | $0 |
| JORGE COROMINAL | |||||||||
| C/O THE FOUNDATION 707 EAGLE ROCK | AVENUE | WEST ORANGE | NJ | 07052 | ASSISTANT SECRETARY | 0.50 | $13,000 | $0 | $0 |
| ELLA GLOVER | |||||||||
| C/O THE FOUNDATION 707 EAGLE ROCK | AVENUE | WEST ORANGE | NJ | 07052 | VICE PRESIDENT | 0.50 | $13,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,705,552 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,212 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,642,698 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,541,462 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,541,462 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,428,340 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $371,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $371,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,612 | TotalTaxAmt |
| Distributable Before Adj | $362,805 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $362,805 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $362,805 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $401,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $401,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $362,805 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $270,115 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $401,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $270,115 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,935 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $231,870 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 | 707 EAGLE ROCK AVENUE | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | 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 |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRISTIAN HEALTH CARE CENTER FOUNDATION | |||||||
| 301 SICOMAC AVENUE | WYCKOFF | NJ | 07481 | N/A | 501(C)(3) | GENERAL OPERATING | $25,000 |
| FRONTIER HARVEST MINISTRIES | |||||||
| PO BOX 127 | OAKMONT | PA | 15139 | N/A | 501(C)(3) | GENERAL OPERATING | $5,000 |
| HERITAGE LIBRARY FOUNDATION INC | |||||||
| PO BOX 5950 | HILTON HEAD | SC | 29938 | N/A | 501(C)(3) | GENERAL OPERATING | $15,500 |
| MASONIC CHARITY FOUNDATION OF NEW JERSEY | |||||||
| 902 JACKSONVILLE ROAD | BURLINGTON | NJ | 08016 | N/A | 501(C)(3) | GENERAL OPERATING | $73,000 |
| NEIGHBORHOOD OUTREACH CONNECTION | |||||||
| PO BOX 23558 | HILTON HEAD | SC | 29925 | N/A | 501(C)(3) | GENERAL OPERATING | $23,000 |
| SOUTH EAST ASIA PRAYER CENTER | |||||||
| PO BOX 127 | OAKMONT | PA | 15139 | N/A | 501(C)(3) | GENERAL OPERATING | $35,000 |
| STAR OF HOPE MINISTRIES INC | |||||||
| 34 BROADWAY | PATERSON | NJ | 07505 | N/A | 501(C)(3) | GENERAL OPERATING | $2,500 |
| THE BAPTIST HOME SOCIETY OF NEW JERSEY | |||||||
| 707 EAGLE ROCK AVENUE | WEST ORANGE | NJ | 07052 | N/A | 501(C)(3) | GENERAL OPERATING | $20,000 |
| UNITY SCHOOL OF CHRISTIANITY | |||||||
| 1901 N W BLUE PARKWAY | UNITY VILLAGE | MO | 64065 | N/A | 501(C)(3) | GENERAL OPERATING | $146,000 |
| HILTON HEAD REGIONAL HABITAT FOR HUMANITY | |||||||
| 21 BRENDAN LN | BLUFFTON | SC | 29910 | N/A | 501(C)(3) | GENERAL OPERATING | $10,000 |
| HOPE CHRISTIAN SERVICES | |||||||
| 700 MOUNTAIN AVENUE | WYCKOFF | NJ | 07481 | N/A | 501(C)(3) | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,259 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $297,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $390,688 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $736,750 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $736,750 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $21,458 | Amt |
| Net Investment Income | $11,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,900 | DisbursementsCharitablePrpsAmt |
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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB | AT COST | $1,676,089 | $1,676,089 |
| BROOKVIEW GARDENS, INC. | AT COST | $3,851,740 | $3,668,198 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,842 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID EXPENSES | $32,500 | $32,500 | $32,500 |
| PREPAID CONTRIBUTION | $221,047 | $221,047 | $221,047 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $216,925 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY EXPENSES | $27,609 | $27,609 | $0 |
| INSURANCE | $4,336 | $1,734 | $2,602 |
| OFFICE EXPENSE | $2,980 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $711 | $4,161 |
| DUE TO BROOKVIEW GARDENS | $727,028 | $727,028 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $70,867 | Amt |
| Net Investment Income | $44,253 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,133 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES - RENTED PROPERTY | $14,343 | $14,343 | $0 |
| EXCISE TAX | $3,360 | $0 | $0 |
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