RUDOLPH J TORELLO FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RUDOLPH J TORELLO FOUNDATION INC (EIN 22-3727014)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-01
IRS object ID
202200609349100750
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-01T11:41:41-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611416081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE CURCHIN GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 SCHULZ DR STE 400AddressLine1Txt
CityRED BANKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP077016745ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223727014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RUDOLPH J TORELLO FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRUDOBusinessNameControlTxt
Phone7326180337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1715 WEST PARK AVE PO BOX 222AddressLine1Txt
CityOAKHURSTCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07755ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLAUDIO INNOCENTIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7326180337PhoneNum
Signature2022-02-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCLAUDIOPersonFirstNm
Person LastINNOCENTIPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER PFISTERPreparerPersonNm
PTINP00019646PTIN
Phone7327470500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,749,728FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$68,628DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,628DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$65,370NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$74,285GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$65,370CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$134,005TotalRevAndExpnssAmt
Total Net Invst Incm$133,998TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$608LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$608LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$25,956OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,956OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,590TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,148TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,666OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,320TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,212TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$155,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$155,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$190,320TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,212TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$155,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$56,315ExcessRevenueOverExpensesAmt
Net Investment Income$102,786NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$581CashBOYAmt
Cash EOY$581CashEOYAmt
Cash EOYFMV$581CashEOYFMVAmt
Sav And Temp Cash Invst BOY$194,619SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$147,256SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$147,256SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,060,036CorporateStockBOYAmt
Corporate Stock EOY$1,051,122CorporateStockEOYAmt
Corporate Stock EOYFMV$2,601,891CorporateStockEOYFMVAmt
Other Assets BOY$38OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,255,274TotalAssetsBOYAmt
Total Assets EOY$1,198,959TotalAssetsEOYAmt
Total Assets EOYFMV$2,749,728TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,255,274RetainedEarningBOYAmt
Retained Earning EOY$1,198,959RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,255,274TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,198,959TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,255,274TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,198,959TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,255,274TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$56,315ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,198,959SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,198,959TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ORGANON & COP2003-12-022021-06-03$9$2$7$7
MICROSOFT CORPORATIONP2001-05-232021-09-10$74,275$8,912$65,363$65,363
ORGANON & COP2007-04-162021-06-03$1$1$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$65,370CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,429InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,429SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,429TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$33EsPenaltyAmt
Tax Due$1,462TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.TRJTF.ORGWebsiteAddressTxt
Individual With BooksCLAUDIO INNOCENTIIndividualWithBooksNm
Phone7326180337PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1715 WEST PARK AVE PO BOX 222AddressLine1Txt
CityOAKHURSTCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07755ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLAUDIO INNOCENTI
PO BOX 222OAKHURSTNJ07755PRESIDENT20.00$0$0$0
DOUGLAS M DURITZA
C/O WLDL PA PO BOX 1228WALLNJ07719SECRETARY1.00$0$0$0
FRANK J COLLETTE
32 RIVERS EDGE DRIVECOLTS NECKNJ07722TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,420,263AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$234,514AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,654,777TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,654,777AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,822CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,614,955NetVlNoncharitableAssetsAmt
Minimum Investment Return$130,748MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$130,748MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,429TaxBasedOnInvestmentIncomeAmt
Total Tax$1,429TotalTaxAmt
Distributable Before Adj$129,319DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$129,319DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$129,319DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$155,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$155,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,319DistributableAsAdjustedAmt
Undistributed Income PY$74,763UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$671,913TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$155,000QualifyingDistributionsAmt
Applied To Year1$74,763AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$80,237AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$671,913PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$671,913Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$49,082UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON ANTHENAEUM
10 1/2 BEACON STREETBOSTONMA02108PCGENERAL$3,000
CHENOA MANOR
733 GLEN WILLOW ROADAVONDALEPA19311PCGENERAL$5,000
COLLEGIATE SCHOOL
301 FREEDOM PLACE SOUTHNEW YORKNY10069PCGENERAL$12,000
DWIGHT-ENGLEWOOD SCHOOL
315 EAST PALISADE AVENUEENGLEWOODNJ07631PCGENERAL$25,000
EASTERN MONMOUTH AREA CHAMBER OF COMMERCE EDUCATIONAL FOUNDATION
8 RECKLESS PLAZA ST 1RED BANKNJ07701PCGENERAL$7,000
EXPLORER CLUB
46 EAST 70TH STREETNEW YORKNY10021PCGENERAL$5,000
JAJJAS KIDS INC
PO BOX 1425LATHAMNY12110PCGENERAL$10,000
HACKLEY SCHOOL
293 BENEDICT AVENUETARRYTOWNNY10591PCGENERAL$10,000
LUNCH BREAK
121 DRS JAMES PARKER BOULEVARDRED BANKNJ07701PCGENERAL$5,000
MONMOUTH COUNTY CHILD ADVOCACY CENTER
75 WEST MAIN STREETFREEHOLDNJ07728PCGENERAL$10,000
RYE COUNTRY DAY SCHOOL
CEDAR STREETRYENY10580PCGENERAL$17,000
ST CATHERINE & ST MARGARET PARISH
215 ESSEX ANVENUESPRING LAKENJ07762PCGENERAL$12,000
THE DALTON SCHOOL
108 EAST 89TH STREETNEW YORKNY10128PCGENERAL$12,000
INSTITUTE FOR JUSTICE
901 N GLEBE ROAD SUTIE 900ARLINGTONVA22203PCGENERAL$10,000
TRINITY SCHOOL
139 WEST 91ST STREETNEW YORKNY10024PCGENERAL$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$155,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,628ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$65,370ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Related Or Exempt Function Incm$7RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$133,998ExclusionAmt
Related Or Exempt Function Incm$7RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$134,005TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementMISC INCOME FOR FUTURE FOUNDATION USERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T INC$60,469$34,440
BRISTOL MYERS SQUIBB CO$25,741$62,350
CISCO SYSTEMS INC$43,333$158,425
DUKE ENERGY CORP$116,906$262,250
ELI LILLY & CO$42,783$138,110
GENERAL ELECTRIC COMPANY$91,948$23,617
ISHARES S&P US PREFERRED STOCK$245,618$246,438
ISHARES TR DOW JONES US FINCL SVCS$28,569$106,194
JOHNSON & JOHNSON$60,350$171,070
MERCK & CO INC$20,280$88,366
MICROSOFT CORP$52,470$622,192
PINNACLE WEST CAP CORP$130,396$201,181
PROCTOR & GAMBLE CO$32,484$163,580
ENBRIDGE INC$25,912$67,296
TARGET CORP$16,131$115,720
SOUTHERN COMPANY$56,718$137,160
ORAGON & CO$1,014$3,502

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$608LegalFeesAmt
Net Investment Income$608NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$38BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEB HOSTING$276$0$0
LIABILITY INSURANCE$1,682$0$0
OFFICE EXPENSE$369$0$0
DUES & SUBSCRIPTIONS$39$0$0
SOFTWARE$300$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$7RevenueAndExpensesPerBooksAmt
Adjusted Net Income$7AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$25,956Amt
Net Investment Income$25,956NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$1,148$1,148$0
FEDERAL EXCISE TAX$1,442$0$0

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