H A HELLER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- H A HELLER FOUNDATION INC (EIN 22-3752079)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-30
- IRS object ID
- 202222739349100302
- Schema version
- 2021v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-30T08:01:07-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223484299 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOSTKA TAYLOR LLC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1711 ROUTE 46 EAST | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | 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 | 223752079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H A HELLER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O HANES A HELLER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAHE | BusinessNameControlTxt |
| Phone | 9732631072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 LENAPE DRIVE | AddressLine1Txt |
| City | MONTVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANES A HELLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9732631072 | PhoneNum |
| Signature | 2022-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HANES | PersonFirstNm |
| Person Last | HELLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD P KOSTKA CPA CFP | PreparerPersonNm |
| PTIN | P00291810 | PTIN |
| Phone | 9732990444 | PhoneNum |
| Preparation | 2022-09-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $601,753 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,520 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,520 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,520 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,151 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,151 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,846 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $47,671 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,671 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,366 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $248 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $248 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,490 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,423 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,366 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,456 | CashBOYAmt |
| Cash EOY | $37,874 | CashEOYAmt |
| Cash EOYFMV | $37,874 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $60,434 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,434 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $423,186 | CorporateStockBOYAmt |
| Corporate Stock EOY | $381,367 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $503,445 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $522,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $479,675 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $601,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $522,642 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $479,675 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $522,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $479,675 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $522,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $479,675 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $522,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,967 | ExcessRevenueOverExpensesAmt |
| Subtotal | $479,675 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $479,675 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED PERSHING | P | $13,964 | $11,118 | $2,846 | $2,846 |
| SEE ATTACHED PERSHING | P | $74,836 | $47,773 | $27,063 | $27,063 |
| SEE ATTACHED PERSHING | P | $4,453 | $1,747 | $2,706 | $2,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,151 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,846 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $659 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $659 | SubtotalAmt |
| Tax Based On Investment Income | $659 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $162 | TaxDueAmt |
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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HANES A HELLER | IndividualWithBooksNm |
| Phone | 9732631072 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 LENAPE DR | AddressLine1Txt |
| City | MONTVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| HANES A HELLER | ||||||||
| 3 LENAPE DR | MONTVILLE | NJ | 07045 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| PATRICIA R HELLER | ||||||||
| 3 LENAPE DRIVE | MONTVILLE | NJ | 07045 | OFFICER | 000.00 | $0 | $0 | $0 |
| HANES A HELLER JR | ||||||||
| 3 LENAPE DRI | MONTILLE | NJ | 07045 | OFFICER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $508,096 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,882 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $606,978 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $606,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,105 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $597,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $659 | TotalTaxAmt |
| Distributable Before Adj | $29,235 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,235 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,235 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,490 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $89,490 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,235 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $81,792 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,851 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,265 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,518 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,238 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $207,664 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,490 | QualifyingDistributionsAmt |
| Applied To Current Year | $29,235 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,255 | RemainingDistriFromCorpusAmt |
| Total Corpus | $267,919 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $81,792 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $186,127 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,851 | ExcessFromYear4Amt |
| Excess From Year3 | $34,265 | ExcessFromYear3Amt |
| Excess From Year2 | $28,518 | ExcessFromYear2Amt |
| Excess From Year1 | $36,238 | ExcessFromYear1Amt |
| Excess From Current Year | $60,255 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HANES A HELLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| GRINNELLL COLLEGE | ||||||
| 1115 8TH AVE | GRINNELL | IA | 501121690 | DONATION | $500 | |
| YALE UNIVERSITY | ||||||
| 265 CHURCH ST PO BOX 2038 | NEW HAVEN | CT | 06521 | DONATION | $1,075 | |
| BATTLE OF FRANKLIN TRUST | ||||||
| 1345 EASTERN FLANK CIR | FRANKLIN | TN | 37064 | DONATION | $25,000 | |
| AMERICAN BATTLEFIELD TRUST | ||||||
| 1156 15TH ST NW SUITE 90 | WASHINGTON | DC | 20005 | DONATION | $6,000 | |
| NAT'NLL TRUST HISTORIC PRESERVATN | ||||||
| 1785 MASSACHUSETTS AV NW | WASHINGTON | DC | 20036 | DONATION | $1,000 | |
| SMITHSONIAN INSTITUTION | ||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | DONATION | $1,000 | |
| WNYC RADIO | ||||||
| ONE CENTRE ST | NEW YORK | NY | 10007 | DONATION | $500 | |
| MORRIS ARTS | ||||||
| 14 MAPLE AVE SUITE 301 | MORRISTOWN | NJ | 07960 | DONATION | $500 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 W 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | DONATION | $3,000 | |
| THE NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | DONATION | $5,000 | SUITE 100 |
| NATIONAL PARKS CONSERVATION ASSOC | ||||||
| 1300 19TH STR NW | WASHINGTON | DC | 20036 | DONATION | $2,000 | |
| ST HUBERT'S ANIMAL WELFARE CTR | ||||||
| 575 WOODLAND AVE | MADISON | NJ | 07940 | DONATION | $3,000 | PO BOX 159 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | DONATION | $5,000 | |
| HUMANE SOCIETY | ||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | DONATION | $3,000 | |
| HEIFER INTERNATIONAL | ||||||
| 1015 LOUSIIANA ST | LITTLE ROCK | AR | 72202 | DONATION | $2,500 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | DONATION | $5,000 | |
| THE FRESH AIR FUND | ||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | DONATION | $1,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | DONATION | $1,000 | |
| AMERICAN ASSOCF UNIVERSITY WOMEN | ||||||
| 1111 SIXTEENTH ST NW | WASHINGTON | DC | 20036 | DONATION | $250 | |
| CEDAR HILL CDC | ||||||
| 226 CORNELIA ST | BOONTON | NJ | 07005 | DONATION | $6,765 | |
| COMMUNITY FOOD BANK OF NEW JERSEY | ||||||
| 31 EVANS TERMINAL RD | HILLSIDE | NJ | 07205 | DONATION | $3,000 | |
| MARKET STREET MISSION | ||||||
| 9 MARKET ST | MORRISTOWN | NJ | 07960 | DONATION | $2,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | DONATION | $2,500 | |
| MAYO CLINIC | ||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | DONATION | $1,000 | |
| ANDERSON MOPS | ||||||
| 2308 MAIN ST | ANDERSON | SC | 29621 | DONATION | $6,500 | |
| LOTZ HOUSE | ||||||
| 111 COLUMBIA PIKE | FRANKLIN | TN | 37064 | DONATION | $250 | |
| MONTVILLE FIRE DEPARTMENT | ||||||
| 101 MAIN RD | MONTVILLE | NJ | 07045 | DONATION | $200 | |
| MONTVILLE FIRST AID SQUAD | ||||||
| 137 CHANGEBRIDGE RD | MONTVILLE | NJ | 07045 | DONATION | $500 | |
| MONTVILLE PBA | ||||||
| 360 ROUTE 202 | MONTVILLE | NJ | 07045 | DONATION | $100 | |
| ST CATHERINE'S R C | ||||||
| 10 N POCONO RD | MT LAKES | NJ | 07046 | DONATION | $350 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,490 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,520 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,151 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,671 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,671 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KOSTKA TAYLOR, CPA'S | CategoryTxt |
| Amt | $900 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BROKERAGE - PERSHING LLC | StockNm |
| EOY Book Value | $381,367 | EOYBookValueAmt |
| EOYFMV | $503,445 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID ON DIVIDENDS | $110 | $110 |
| 990 PF 2020 TAX PAID IN 2021 | $138 | $138 |
Comments