ALFRED AND ADELE OLEJARZ MEMORIAL CHARITABLE TRUST 3045009325: Form 990PF, tax year 2021
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- Organization
- ALFRED AND ADELE OLEJARZ MEMORIAL CHARITABLE TRUST 3045009325 (EIN 38-7157794)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202211259349100816
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-05T09:00:25-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E RIO SALADO PKWY SUITE 800 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 387157794 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFRED & ADELE OLEJARZ CHARITABLE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLEJ | BusinessNameControlTxt |
| Phone | 5619616652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482757874 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW CLEARY | PersonNm |
| Person Title | TR TAX OFFICER | PersonTitleTxt |
| Phone | 5619616652 | PhoneNum |
| Signature | 2022-05-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8558073423 | PhoneNum |
| Preparation | 2022-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,436,016 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $201,604 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $198,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$126,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $484,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $42 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $42 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $74,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,804 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,934 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,840 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,093 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $77,738 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,738 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,035 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $145,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,578 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $679,321 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $679,321 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $825,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,578 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $683,414 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$750,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $681,942 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $462,545 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $462,545 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,100,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,735,895 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,634,224 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,475,082 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,307,812 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,339,247 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,257,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,506,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,436,016 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,257,682 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,506,252 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,257,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,506,252 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,257,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,506,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,257,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$750,126 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,507,556 | SubtotalAmt |
| Other Decreases | $1,304 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,506,252 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5325. AT&T INC | 2018-10-12 | 2021-11-30 | $120,664 | $178,930 | -$58,266 | -$58,266 | |
| 1736. AT&T INC | 2021-07-19 | 2021-11-30 | $39,338 | $49,843 | -$10,505 | -$10,505 | |
| .5 ORGANON CO COMMON STOCK | 2020-12-18 | 2021-06-08 | $15 | $18 | -$3 | -$3 | |
| 191.1 ORGANON CO COMMON STOCK | 2020-02-11 | 2021-09-14 | $6,433 | $7,444 | -$1,011 | -$1,011 | |
| 45.9 ORGANON CO COMMON STOCK | 2020-12-18 | 2021-09-14 | $1,545 | $1,661 | -$116 | -$116 | |
| 1607. VANGUARD LONG TERM GOVT BOND ETF | 2020-04-23 | 2021-02-25 | $136,552 | $167,270 | -$30,718 | -$30,718 | |
| 3112. VERIZON COMMUNICATIONS | 2020-02-11 | 2021-11-30 | $157,387 | $183,075 | -$25,688 | -$25,688 | |
| 404. VERIZON COMMUNICATIONS | 2021-07-19 | 2021-11-30 | $20,432 | $22,518 | -$2,086 | -$2,086 | |
| CAPITAL GAIN DIVIDENDS | $1,649 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,649 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,649 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,649 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,649 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,649 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,649 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,649 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$126,744 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,171 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,171 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,171 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,284 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,284 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,113 | OverpaymentAmt |
| Applied To ES Tax | $1,172 | AppliedToESTaxAmt |
| Refund | $11,941 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8774051091 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 WEST LAFAYETTE M/C 3420 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMERICA BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48275 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $40,934 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY WEALTH MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1585 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $77,738 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,712,034 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $441,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,153,428 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,153,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,301 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,031,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,556 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,556 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,171 | TotalTaxAmt |
| Distributable Before Adj | $400,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $400,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $400,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $683,414 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $683,414 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $400,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,467 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $683,414 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,467 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $400,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $213,562 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $213,562 | 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 | $213,562 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $213,562 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MASSACHUSSETTS - NICHOLAS | ||||||||
| ZIELONKA | 330 SOUTH STREET SUITE 450 | SHREWSBURY | MA | 01545 | NONE | PC | SCHOLARSHIPS | $5,000 |
| SACRED HEART UNIVERSITY - KAROLINA OZGA | ||||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | NONE | PC | SCHOLARSHIPS | $33,928 | |
| PRINCETON UNIVERSITY - MOHAMED | ||||||||
| ALGHODAKLY | 701 CARNEGIE CENTER STE 433E | PRINCETON | NJ | 08540 | NONE | PC | SCHOLARSHIPS | $3,231 |
| STEVENS INSTITUTE OF TECHNOLOGY - OMAR | ||||||||
| EBRAHIM | 1 CASTLE POINT TER | HOBOKEN | NJ | 07030 | NONE | PC | SCHOLARSHIPS | $5,000 |
| FAIRLEIGH DICKINSON UNIVERSITY - | ||||||||
| CHRISTIAN HOMA | 1000 RIVER ROAD MAIL CODE T-FH2-01 | TEANECK | NJ | 07666 | NONE | PC | SCHOLARSHIPS | $5,000 |
| SETON HALL UNIVERSITY - B STASZA | ||||||||
| KSTASZLEK N MIAZGAK KRUCON | 400 S ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | PC | SCHOLARSHIPS | $51,174 |
| FELICIAN UNIVERSITY - ALEXIS | ||||||||
| RUSSO-HEINICK & EMILIA BIALEK | 1 FELICIAN WAY | RUTHERFORD | NJ | 07070 | NONE | PC | SCHOLARSHIPS | $5,782 |
| WILLIAM PATERSON UNIVERSITY - AMANDA | ||||||||
| SEEGERS | 300 POMPTON ROAD | WAYNE | NJ | 07470 | NONE | PC | SCHOLARSHIPS | $9,104 |
| STOCKTON UNIVERSITY - EMILY FELTON | ||||||||
| 101 VERA KING FARRIS DR | FALLOWAY | NJ | 08205 | NONE | PC | SCHOLARSHIPS | $10,000 | |
| MONTCLAIR STATE UNIVERSITY - K SAS | ||||||||
| J GROTKOWSKI B PATEL E VASQUEZ | 1 NORMAL AVE | MONTCLAIR | NJ | 07043 | NONE | PC | SCHOLARSHIPS | $27,627 |
| KEAN UNIVERSITY - NATALIA PISZCZ | ||||||||
| 1000 MORRIS AVE | UNION | NJ | 07083 | NONE | PC | SCHOLARSHIPS | $12,982 | |
| NEW JERSEY INSTITUTE OF TECHNOLOGY | ||||||||
| PSWARC J KONTOR NSZPONAR R KUNA | 323 DR MARTIN LUTHER KING JR BLVD | NEWARK | NJ | 07102 | NONE | PC | SCHOLARSHIPS | $41,354 |
| RUTGERS UNIVERSITY - K CASTILLO | ||||||||
| V RUID A EMAM A SADECKA N RUID | 57 US HIGHWAY 1 | NEW BRUNSWICK | NJ | 08901 | NONE | PC | SCHOLARSHIPS | $106,739 |
| UNIVERSITY OF PENNSYLVANIA - MALGORZATA | ||||||||
| KIELSKA | 3451 WALNUT STREET STE 305 | PHILADELPHIA | PA | 19104 | NONE | PC | SCHOLARSHIPS | $20,317 |
| VILLANOVA UNIVERSITY - MAGDALENA LEJAWA | ||||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | PC | SCHOLARSHIPS | $69,676 | |
| UNIVERSITY OF THE ARTS - MATTHEW | ||||||||
| WEINBERG | 320 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | NONE | PC | SCHOLARSHIPS | $10,000 |
| MARYWOOD UNIVERSITY - JULIEA BLASIAK | ||||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | NONE | PC | SCHOLARSHIPS | $5,000 | |
| PENN STATE BERKS - MELANIE REYES | ||||||||
| 1801 BROADCASTING RD | READING | PA | 19610 | NONE | PC | SCHOLARSHIPS | $12,700 | |
| UNIVERSITY OF MARYLAND - ALEXIS SWASEY | ||||||||
| 220 ARCH STREET | BALTIMORE | MD | 21201 | NONE | PC | SCHOLARSHIPS | $2,896 | |
| UNIVERSITY OF WISCONSIN - FIORELLA | ||||||||
| VASSALLO | 21 N PARK STREET SUITE 6401 | MADISON | WI | 53715 | NONE | PC | SCHOLARSHIPS | $5,000 |
| JOHNS HOPKINS UNIVERSITY - ALEXIS | ||||||||
| SWAYSEY & NEIL PATEL | 3910 KESWICK RDSTE N2100 | BALTIMORE | MD | 21211 | NONE | PC | SCHOLARSHIPS | $143,353 |
| RAMAPO COLLEGE - WENDY MARROQUIN | ||||||||
| NATALIA KOLODZIEJ ANGELICA JABLECKI | 505 RAMAPO VALLEY RD | MAHWAH | NJ | 07430 | NONE | PC | SCHOLARSHIPS | $29,763 |
| GEORGE WASHINGTON UNIVERSITY - NATALIA | ||||||||
| WASILCZYK | 2121 I STREET NW | WASHINGTON | DC | 20052 | NONE | PC | SCHOLARSHIPS | $5,000 |
| VIRGINIA MILITARY INSTITUTE - ALEXANDRIA | ||||||||
| HOLT | COMPTROLLERS OFFICE | LEXINGTON | VA | 24450 | NONE | PC | SCHOLARSHIPS | $5,000 |
| COASTAL CAROLINA UNIVERSITY - ELIANNA | ||||||||
| GUZMAN | PO BOX 261954 | CONWAY | SC | 29528 | NONE | PC | SCHOLARSHIPS | $10,000 |
| UNIVERSITY OF MIAMI - MICHELLE KOSINSKA | ||||||||
| WIKTORIA DOMAGALA & SARA SADOWSKI | PO BOX 248106 | CORAL GABLES | FL | 33124 | NONE | PC | SCHOLARSHIPS | $25,000 |
| UNIVERSITY OF FLORIDA - REBECCA | ||||||||
| FABIJANCZUK | W UNIVERSITY AVE | GAINESVILLE | FL | 32601 | NONE | PC | SCHOLARSHIPS | $18,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $679,321 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$126,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,902 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,902 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,307,812 | EOYBookValueAmt |
| EOYFMV | $1,339,247 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,735,895 | EOYBookValueAmt |
| EOYFMV | $6,634,224 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN RECEIPTS AND INCOME | Desc |
| Amt | $1,304 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $42 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $42 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $77,738 | Amt |
| Net Investment Income | $77,738 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $12,751 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $14,284 | $0 | $0 |
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