BETA

MARGARET A@DARRIN CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MARGARET A@DARRIN CHARITABLE TRUST (EIN 47-6723443)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-05
IRS object ID
202113099349100131
Schema version
2020v4.1
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)
Return2021-11-05T11:21:46-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464409177PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ECHELON ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line163 TAYLOR AVEAddressLine1Txt
CityMANASQUANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08736ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476723443EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARGARET A DARRIN CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O MICHAEL T HANIFINBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARGBusinessNameControlTxt
Phone9738222905PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 COLUMBIA TPKEAddressLine1Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL T HANIFINPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone9738222905PhoneNum
Signature2021-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastHANIFINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMANAN S PATELPreparerPersonNm
PTINP02062334PTIN
Phone7329037338PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$145,737,422FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,480,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$133,352InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$112,980InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,264,229DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,238,790DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$3,295GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$3,295GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$3,295NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$801,689NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,664,813GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$801,689CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,140OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$15OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$16,686,705TotalRevAndExpnssAmt
Total Net Invst Incm$3,156,769TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$450,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$112,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$337,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$97,385OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$24,346OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$73,039OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$31,943PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$7,986PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$23,957PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$13,333LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,333LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$10,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,663AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$547,565OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$547,565OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$102,555TaxesRevAndExpnssAmt
Taxes Net Invst Incm$49,185TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$26,218TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,197DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$104,215OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22,018OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$66,053OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,374,843TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$773,596TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$536,767TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,885,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,885,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,259,843TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$773,596TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,421,767TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,426,862ExcessRevenueOverExpensesAmt
Net Investment Income$2,383,173NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,404,830CashBOYAmt
Cash EOY$4,515,549CashEOYAmt
Cash EOYFMV$4,515,549CashEOYFMVAmt
US Government Obligations BOY$2,210,044USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,428,013USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,481,553USGovtObligationsEOYFMVAmt
Corporate Stock BOY$79,593,084CorporateStockBOYAmt
Corporate Stock EOY$86,153,896CorporateStockEOYAmt
Corporate Stock EOYFMV$117,207,242CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,980,171CorporateBondsBOYAmt
Corporate Bonds EOY$9,625,907CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,183,868CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$588,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments EOY$588,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$588,000LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$7,953,595OtherInvestmentsBOYAmt
Other Investments EOY$10,847,312OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,363,876OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$398,531LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,197LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$397,334LandEOYAmt
Land EOYFMV$397,334LandEOYFMVAmt
Total Assets BOY$102,141,724TotalAssetsBOYAmt
Total Assets EOY$113,556,011TotalAssetsEOYAmt
Total Assets EOYFMV$145,737,422TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$11,742,268CapitalStockBOYAmt
Capital Stock EOY$11,729,693CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$90,399,456RetainedEarningBOYAmt
Retained Earning EOY$101,826,318RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$102,141,724TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$113,556,011TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$102,141,724TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$113,556,011TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$102,141,724TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,426,862ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$113,568,586SubtotalAmt
Other Decreases$12,575OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$113,556,011TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$10,259,724$10,897,330-$637,606-$637,606
PUBLICLY TRADED SECURITIES$17,629,530$16,965,794$663,736$663,736
CAPITAL GAINS DIVIDENDS$775,559$775,559$775,559P
FieldValueIRS element (for citing)
Capital Gain Net Income$801,689CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$33,126InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$33,126SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$33,126TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$27,125EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$47,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$74,125TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$40,999OverpaymentAmt
Applied To ES Tax$40,999AppliedToESTaxAmt
Refund$0RefundAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL T HANIFIN TTEEIndividualWithBooksNm
Phone9738222905PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 COLUMBIA TURNPIKEAddressLine1Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd
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 PY0UndistributedIncomePYInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL T HANIFIN
120 COLUMBIA TURNPIKEFLORHAM PARKNJ07932CO-TRUSTEE30.00$300,000$45,460$0
KEVIN J O'DONNELL
960 S OCEAN BLVDDELRAY BEACHFL33483CO-TRUSTEE15.00$150,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonMONICA CAROLANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1507 W UNION BLVDAddressLine1Txt
CityBETHLEHAMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18018ZIPCd
FieldValueIRS element (for citing)
TitleADMINISTRATIVE ASSISTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$90,000CompensationAmt
Employee Benefits$36,543EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Description4N/ADescription4Txt
Expenses4$0Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$119,540,335AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,209,299AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$980,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$126,729,634TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$126,729,634AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,900,945CashDeemedCharitableAmt
Net Vl Noncharitable Assets$124,828,689NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,241,434MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,241,434MinimumInvestmentReturnAmt
Tax Based On Investment Income$33,126TaxBasedOnInvestmentIncomeAmt
Total Tax$33,126TotalTaxAmt
Distributable Before Adj$6,208,308DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,208,308DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,208,308DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,421,767ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,421,767QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,421,767AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,208,308DistributableAsAdjustedAmt
Undistributed Income PY$1,166,370UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,421,767QualifyingDistributionsAmt
Applied To Year1$1,166,370AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,255,397AppliedToCurrentYearAmt
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$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,952,911UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARGARET A DARRIN CHARITABLE TRUSTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MICHAEL T HANIFIN TTEE 120AddressLine1Txt
Address Line2COLUMBIA TURNPIKEAddressLine2Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9738222905RecipientPhoneNum
Form And Info And MaterialsBRIEF LETTER DESCRIBING CHARITY AND PURPOSE OF CONTRIBUTIONFormAndInfoAndMaterialsTxt
Submission DeadlinesTHE FOUNDATION DOES NOT HAVE A SUBMISSION DEADLINE FOR APPLICATIONSSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION DOES NOT HAVE LIMITATION ON AWARDSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADIRONDACK FOUNDATION
PO BOX 288LAKE PLACIDNY12946NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$50,000
ALZHEIMER'S ASSOCIATION
23 VREELAND ROAD SUITE 105FLORHAM PARKNJ07932NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
AMERICAN CANCER SOCIETY
1324 FOREST AVENUE SUITE 420STATEN ISLANDNY10302NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
AMERICAN HEART ASSOCIATION
1 UNION STREET 301ROBBINSVILLENJ08691NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
AMERICAN LUNG ASSOCIATION
13100 WEST LISBON ROAD SUITE 700BROOKFIELDWI53005NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
AMERICAN RED CROSS - DISASTER RELIEF
695 SPRINGFIELD AVENUESUMMITNJ07901NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$150,000
ANDEAN HEALTH & DEVELOPMENT - UW DEPARTMENT OF FAMILY MEDICINE
1100 DELAPLAINE CTMADISONWI53715NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$400,000
ARTHRITIS FOUNDATION
555 ROUTE 1 SOUTH SUITE 220ISELINNJ08830NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
BETHEL RIDGE CORPORATION
PO BOX 138BASKING RIDGENJ07920NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
CASA OF MORRIS & ESSEX COUNTIES
18 CATTANO AVEMORRISTOWNNJ07960NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$75,000
CHESHIRE HOME
9 RIDGEDALE AVENUEFLORHAM PARKNJ07932NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
COMMUNITY IN CRISIS
PO BOX 85LIBERTY CORNERNJ07938NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$850,000
COUNCIL OF 101 - ORLANDO MUSEUM OF ART
2416 NORTH MILLS AVENUEORLANDOFL32803NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$2,500
COVENANT HOUSE
330 WASHINGTON STREETNEWARKNJ07102NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
DEIDRE'S HOUSE
8 COURT STREETMORRISTOWNNJ07960NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$75,000
DOE FUND
232 EAST 84TH STREETNEW YORKNY10028NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
EVA'S VILLAGE
393 MAIN STREETPATERSONNJ07501NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$500,000
FORT TICONDEROGA ASSOCIATION
FORT ROAD BOX 390TICONDEROGANY12883NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
FRESH AIR FUND
43 HILL STREETNEWARKNJ07102NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
FUND FOR LAKE GEORGE
PO BOX 352LAKE GEORGENY12845NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$25,000
HABITAT FOR HUMANITY (MORRIS)
274 SOUTH SALEM STREET SUITE 100RANDOLPHNJ07869NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$150,000
HAGUE VOLUNTEER FIRE DEPARTMENT & AMBULANCE SQUAD
PO BOX 585HAGUENY12836NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
HARVARD UNIVERSITY
PO BOX 419209BOSTONMA02241NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$10,000
INTERFAITH FOOD PANTRY
2 EXECUTIVE DRIVEMORRIS PLAINSNJ07950NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$150,000
JERSEY BATTERED WOMEN'S SERVICE
PO BOX 1437MORRISTOWNNJ07962NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$25,000
LAKE GEORGE LAND CONSERVANCY
4905 LAKE SHORE DRIVEBOLTON LANDINGNY12814NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$10,000
MAKE A WISH NEW JERSEY - SAMUEL & JOSEPHINE PLUMERI WISHING PLACE
1347 PERRINEVILLE ROADMONROE TOWNSHIPNJ08831NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
MARCH OF DIMES
959 HIGHWAY 46 SUITE 210PARSIPPANYNJ07054NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
MORRISTOWN MEDICAL CENTER FOUNDATION
475 SOUTH STREETMORRISTOWNNJ07960NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$485,000
MULTIPLE SCLEROSIS ASSOCIATION
375 KINGS HIGHWAY NORTHCHERRY HILLNJ08034NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
NJ COALITION TO END DOMESTIC VIOLENCE
1670 WHITEHORSE - HAMILTON SQUARETRENTONNJ08690NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$25,000ROAD
NJ PANDEMIC RELIEF FUND
PO BOX 338MORRISTOWNNJ07963NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$50,000
NEW YORK CITY RESCUE MISSION CANAL STREET STATION
PO BOX 275NEW YORKNY10013NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
NOURISHNJ
36 SOUTH STREETMORRISTOWNNJ07960NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$150,000
PATRIOTS PATH - BOY SCOUTS
1 SADDLE ROADCEDAR KNOLLSNJ07927NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$50,000
PURE WATER FOR THE WORLD
PO BOX 55RUTLANDVT05702NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
RONALD MCDONALD HOUSE-NY
405 E 73 STREETNEW YORKNY10021NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$10,000
SAINT HUBERTS GIRALDA
PO BOX 159MADISONNJ07940NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$10,000
ST JUDE'S CHILDRENS HOSPITAL
501 ST JUDE PLACEMEMPHISTN38101NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$10,000
SCHOOL FOR SPECIAL CHILDREN
PO BOX 1979 1145 DELSEA DRIVEWESTVILLENJ08093NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
SEEING EYE
PO BOX 375MORRISTOWNNJ07963NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$25,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750100DALLASTX75275NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$10,000
SPECIAL OLYMPICS NEW JERSEY
1 EUNICE KENNEDY SHRIVER WAYLAWRENCEVILLENJ08648NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
SUMMIT MEDICAL GROUP FOUNDATION
890 MOUNTAIN AVENUE SUITE 305NEW PROVIDENCENJ07974NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$25,000
SUMMIT SPEECH SCHOOL
705 CENTRAL AVENUENEW PROVIDENCENJ07974NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$75,000
TRI-COUNTY SCHOLARSHIP FUND
14 WEST MAIN STREETMENDHAMNJ07945NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$250,000
US OLYMPIC COMMITTEE
ONE OLYMPIC PLAZACOLORADO SPRINGSCO80909NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$5,000
UNICEF
125 MAIDEN LANENEW YORKNY10038NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
UNITED WAY OF MORRIS
PO BOX 1948MORRISTOWNNJ07962NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
USO
PO BOX 96860WASHINGTON DCDC20077NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
WOMANSPACE INC
1530 BRUNSWICK AVENUELAWRENCEVILLENJ08648NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$7,500
WORLD WILDLIFE FUND
PO BOX 97180WASHINGTON DCDC20090NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$50,000
VILLANOVA UNIVERSITY
800 E LANCASTER AVEVILLANOVAPA19085NONECASHTO FURTHER ADVANCE THE ORGANIZATIONS CHARITABLE PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,885,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$133,352ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,264,229ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$3,295ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$801,689ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPRIOR YEAR EXCISE TAX REFUNDDesc
Exclusion14ExclusionCd
Exclusion$4,125ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,206,705ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,206,705TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
ESTATE OF MARGARET A DARRIN
1C/O LG INVESTMENTS CORP 120 COLUMBIFLORHAM PARKNJ07932$980,000Yes (X)
ESTATE OF MARGARET A DARRIN
2C/O LG INVESTMENTS CORP 120 COLUMBIFLORHAM PARKNJ07932$12,500,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyBUILDING AT 120 COLUMBIA TPKE, FLORHAM PARK, NJ 07932NoncashPropertyDesc
Fair Market Value$980,000FairMarketValueAmt
Received2020-12-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$26,650Amt
Net Investment Income$6,663NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
FLORHAM PARK BUILDING2020-12-22$980,000SL39.000000000000$0$0
COMPUTER EQUIPMENT - IMAC2020-01-21$6,531SL5.000000000000$1,197$0
FLORHAM PARK BUILDING2020-12-22$980,000SL39.000000000000$0$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US FIXED INCOME$4,664,997$5,069,500
NON-US FIXED INCOME$1,813,808$1,950,766
GLOBAL FIXED INCOME$3,147,102$3,163,602

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TAXABLE FIXED INCOME$5,286,853$5,552,475
US ALL CAP EQUITY$17,053,294$23,163,275
US LARGE CAP EQUITY$36,980,740$56,954,502
US MID CAP EQUITY$6,189,571$7,503,870
US SMALL CAP EQUITY$3,932,613$4,670,402
US SMALL MID CAP EQUITY$1,008,109$1,091,635
EAFE EQUITY$6,525,022$7,410,740
EUROPEAN LARGE CAP EQUITY$270,185$313,466
JAPANESE LARGE CAP EQUITY$765,057$924,924
ASIA EX-JAPAN EQUITY$374,605$404,195
DEVELOPED INTERNATIONAL EQUITY$4,321,429$5,154,210
EMERGING MARKETS EQUITY$3,446,418$4,063,548

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,428,013StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,481,553StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
TAXABLE POOLED VEHICLE FIXED INCOMEAT COST$354,600$351,900
HIGH YIELD POOLED VEHICLE FIXED INCOMEAT COST$3,162,632$3,209,735
EMERGING MARKETS POOLED VEHICLE FIXED INCOMEAT COST$1,171,600$1,233,950
EQUITY REITSAT COST$668,703$672,565
ALTERNATIVE INVESTMENTSAT COST$5,489,777$5,895,726

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$13,333LegalFeesAmt
Net Investment Income$3,333NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,000DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENT BY BROKERDesc
Amt$12,575Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEDICAL INSURANCE EXPENSES$73,204$18,301$54,903
MISC INSURANCE EXPENSES$15,738$0$0
PAYROLL FEES$6,068$1,517$4,551
DENTAL INSURANCE EXPENSES$8,799$2,200$6,599
POSTAGE$55$0$0
IT EXPENSES$351$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BNY X3200 - CLASS ACTION SETTLEMENT$15$15$15
PRIOR YEAR EXCISE TAX REFUND$4,125$4,125

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES - JP MORGAN$255,993$255,993$0
INVESTMENT ADVISORY FEES - BNY MELLON$291,572$291,572$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF MARGARET A DARRINBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O LG INVESTMENTS CORP 120AddressLine1Txt
Address Line2COLUMBIA TPKEAddressLine2Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$40,446$40,446$0
PRIOR YEAR OVERPAYMENT APPLIED$4,125$0$0
EXCISE TAXES PAID$23,000$0$0
PAYROLL TAXES PAID$34,957$8,739$26,218
NJ DIVISION OF CONSUMER AFFAIRS - MISC TAX$27$0$0

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