JOHN D DEITCHMAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN D DEITCHMAN FAMILY FOUNDATION (EIN 13-3979660)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202141309349101344
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T13:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133979660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN V DEITCHMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEIT | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN V DEITCHMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2021-05-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $4,280,146 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $57,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,427 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,427 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $170,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $168,150 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,857 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,714 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,143 | 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 |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,436 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $315 | TaxesNetInvstIncmAmt |
| 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 | $21,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,143 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $176,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,621 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $114,252 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,143 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,143 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,421,346 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,377,140 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,922,667 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $197,939 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $197,939 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $206,336 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,733,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,726,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,280,146 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,733,537 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,726,222 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,733,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,726,222 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,733,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,726,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,733,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,342 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,727,195 | SubtotalAmt |
| Other Decreases | $973 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,726,222 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20. APPLE INC COM | 2011-10-06 | 2020-08-28 | $10,026 | $1,089 | $8,937 | $8,937 | |
| 300. APPLE INC COM | 2011-10-06 | 2020-09-16 | $33,653 | $4,082 | $29,571 | $29,571 | |
| 1200. HAIN CELESTIAL GROUP INC | 2010-03-30 | 2020-08-28 | $38,097 | $10,824 | $27,273 | $27,273 | |
| 785. HEXCEL CORP NEW | 2015-10-21 | 2020-07-29 | $31,346 | $33,888 | -$2,542 | -$2,542 | |
| 15. HEXCEL CORP NEW | 2015-10-21 | 2020-07-29 | $599 | $648 | -$49 | -$49 | |
| 50. MICROSOFT CORPORATION | 2014-12-11 | 2020-08-28 | $11,403 | $2,382 | $9,021 | $9,021 | |
| 100. MICROSOFT CORPORATION | 2014-12-11 | 2020-09-16 | $20,498 | $4,764 | $15,734 | $15,734 | |
| CAPITAL GAIN DIVIDENDS | $25,482 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,482 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,482 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,482 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,482 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,482 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,482 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,427 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,163 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,163 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,163 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,088 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,088 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,075 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | DE | 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 | BANK OF AMERICA NA | BusinessNameLine1Txt |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | 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 |
| 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 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN V DEITCHMAN | ||||||
| C/O US TRUST 114 W 47TH ST | NEW YORK | NY | 10036 | DIRECTOR | 1 | $0 |
| LINDA A DEITCHMAN | ||||||
| C/O US TRUST 114 W 47TH ST | NEW YORK | NY | 10036 | OFFICER | 1 | $0 |
| AMY ELIZABETH DEITCHMAN | ||||||
| C/O US TRUST 114 W 47TH ST | NEW YORK | NY | 10036 | OFFICER | 1 | $0 |
| PETER CHARLES DEITCHMAN | ||||||
| C/O US TRUST 114 W 47TH ST | NEW YORK | NY | 10036 | OFFICER | 1 | $0 |
| BANK OF AMERICA N A | ||||||
| 114 W 47TH ST | NEW YORK | NY | 10036 | AGENT FOR FIDUCIARY | 1 | $17,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $3,592,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,672,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,672,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,084 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,617,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $180,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $180,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,163 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,163 | TotalTaxAmt |
| Distributable Before Adj | $178,695 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,695 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,695 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,143 | 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 | $163,143 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $163,143 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $155,373 | 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 | $163,143 | QualifyingDistributionsAmt |
| Applied To Year1 | $155,373 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $170,925 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | 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 | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN V DEITCHMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| CENTER FOR GREAT | ||||||||
| EXPECTATIONS | 19 B DELLWOOD LANE | SOMERSET | NJ | 08873 | N/A | PC | UNRESTRICTED GENERAL | $35,000 |
| CAFRICO | ||||||||
| PO BOX 1011 | FLEMMINGTON | NJ | 08822 | N/A | PC | UNRESTRICTED GENERAL | $20,000 | |
| DE LA SALLE HIGH SCHOOL | ||||||||
| 1130 WINTON DR | CONCORD | CA | 945183528 | N/A | PC | UNRESTRICTED GENERAL | $15,000 | |
| VILLA WALSH ACADEMY | ||||||||
| 455 WESTERN AVE | MORRISTOWN | NJ | 07960 | N/A | PC | UNRESTRICTED GENERAL | $15,000 | |
| DYNAMIC CATHOLIC INSTITUTE | ||||||||
| 5081 OLYMPIC BLVD | ERLANGER | KY | 41018 | N/A | PC | UNRESTRICTED GENERAL | $25,000 | |
| ORATORY PREP SCHOOL | ||||||||
| 425 MORRIS AVE | SUMMIT | NJ | 07901 | N/A | PC | UNRESTRICTED GENERAL | $10,000 | |
| WORD ON FIRE | ||||||||
| PO BOX 170 | DES PLAINES | IL | 600160170 | N/A | PC | UNRESTRICTED GENERAL | $10,000 | |
| JOHN'S ISLAND FOUNDATION | ||||||||
| 6001 HIGHWAY A1A | INDIAN RIVER SHORES | FL | 32963 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| THOMAS MORE SOCIETY | ||||||||
| 305 W WASHINGTON ST 1250 | CHICAGO | IL | 60606 | N/A | PC | UNRESTRICTED GENERAL | $15,000 | |
| TUNNEL TO TOWERS FDN | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 103063159 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,024 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,427 | 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 | $170,451 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,451 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE - BOA | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 46625HJE1 JPMORGAN CHASE & CO | $99,667 | $105,171 |
| 172967KV2 CITIGROUP INC SR UNS | $98,272 | $101,165 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287242 ISHARES IBOXX $ INVE | $57,058 | $82,878 |
| 235851102 DANAHER CORP DEL COM | $22,794 | $177,712 |
| 907818108 UNION PAC CORP COM | $24,020 | $124,932 |
| 98419M100 XYLEM INC COM | $35,587 | $142,506 |
| 855244109 STARBUCKS CORP COM | $16,815 | $74,886 |
| 405217100 HAIN CELESTIAL GROUP | ||
| 742718109 PROCTER & GAMBLE CO | $25,075 | $111,312 |
| 002824100 ABBOTT LABS COM | $17,565 | $76,643 |
| 015351109 ALEXION PHARMACEUTIC | $20,386 | $46,872 |
| 110122108 BRISTOL MYERS SQUIBB | $14,607 | $43,421 |
| 375558103 GILEAD SCIENCES INC | $6,718 | $17,478 |
| 717081103 PFIZER INC COM | $37,345 | $69,939 |
| 03076C106 AMERIPRISE FINL INC | $8,703 | $38,866 |
| 571748102 MARSH & MCLENNAN COS | $8,773 | $69,030 |
| 693475105 PNC FINL SVCS GROUP | $19,256 | $44,700 |
| 808513105 SCHWAB CHARLES CORP | $15,423 | $94,676 |
| 037833100 APPLE INC COM | $31,298 | $305,187 |
| 458140100 INTEL CORP COM | $8,250 | $19,928 |
| 594918104 MICROSOFT CORP COM | $26,003 | $233,541 |
| 68389X105 ORACLE CORP COM | $5,986 | $25,876 |
| 882508104 TEXAS INSTRS INC COM | $15,715 | $114,891 |
| 277902698 EATON VANCE ATLANTA | ||
| 023135106 AMAZON COM INC COM | $26,400 | $260,554 |
| 609207105 MONDELEZ INTL INC CO | $43,805 | $93,552 |
| 00287Y109 ABBVIE INC COM | $10,585 | $41,681 |
| 617446448 MORGAN STANLEY COM | $60,924 | $109,648 |
| 428291108 HEXCEL CORP NEW COM | ||
| 00724F101 ADOBE INC COM | $41,420 | $250,060 |
| 02079K107 ALPHABET INC CL C CO | $4,968 | $35,038 |
| 02079K305 ALPHABET INC CL A CO | $23,620 | $122,685 |
| 808513402 SCHWAB CHARLES CORP | $26,555 | $25,430 |
| 46434G822 ISHARES MSCI JAPAN E | $27,148 | $40,536 |
| 969457100 WILLIAMS COS INC DEL | $46,875 | $30,075 |
| 34959J108 FORTIVE CORP COM | $18,357 | $42,492 |
| H1467J104 CHUBB LTD COM | $73,983 | $107,744 |
| 92826C839 VISA INC CL A COM | $42,144 | $109,365 |
| 922042874 VANGUARD FTSE EUROPE | $136,157 | $150,600 |
| 98978V103 ZOETIS INC CL A COM | $45,733 | $115,850 |
| 437076102 HOME DEPOT INC COM | $56,236 | $79,686 |
| 26614N102 DUPONT DE NEMOURS IN | $28,727 | $23,680 |
| 45167R104 IDEX CORP COM | $48,599 | $59,760 |
| 452308109 ILLINOIS TOOL WKS IN | $63,808 | $81,552 |
| 00900W621 INVESCO OPPENHEIMER | $70,000 | $87,418 |
| 928881101 VONTIER CORP COM | $3,179 | $8,016 |
| 92556V106 VIATRIS INC COM | $4,418 | |
| 277902235 EATON VANCE ATLANTA | $60,540 | $127,553 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FOR STOCK DISTR | Desc |
| Amt | $973 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - PRIOR YEAR | $33 | $0 | $0 |
| EXCISE TAX ESTIMATES | $1,088 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $281 | $281 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $34 | $34 | $0 |
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