FREED FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FREED FOUNDATION INC (EIN 52-6047591)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-22
IRS object ID
202001749349100225
Schema version
2019v5.1
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)
Return2020-06-22T14:33:19-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1331 NEWMAN SPRINGS RD STE 125AddressLine1Txt
CityRED BANKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP077016765ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526047591EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FREED FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ELIZABETH FREEDInCareOfNm
Business Name ControlFREEBusinessNameControlTxt
Phone2125208399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 E WOOLBRIGHT ROAD Suite 304AddressLine1Txt
CityBOYNTON BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33435ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH FREEDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2125208399PhoneNum
Signature2020-06-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTED NAPPI CPAPreparerPersonNm
PTINP01029666PTIN
Phone7328423113PhoneNum
Preparation2020-06-05PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$21,065,434FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$596,691DividendsRevAndExpnssAmt
Dividends Net Invst Incm$596,691DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$359,660NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,540,190GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$359,660CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15,675OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$15,675OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$972,026TotalRevAndExpnssAmt
Total Net Invst Incm$972,026TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$120,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$30,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$90,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$16,544PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$4,136PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$12,408PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$27,546AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,887AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$20,659AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,811OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,811OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$17,169TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,045TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$6,885TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$12,500OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$12,500OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,582TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$4,582TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,573OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,573OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$228,725TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$78,879TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$148,607TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$724,244ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$724,244ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$952,969TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$78,879TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$872,851TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,057ExcessRevenueOverExpensesAmt
Net Investment Income$893,147NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,278,117SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,611,022SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,611,022SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,614,192USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,619,268USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,787,940USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,281,737CorporateStockBOYAmt
Corporate Stock EOY$4,157,576CorporateStockEOYAmt
Corporate Stock EOYFMV$5,051,454CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,169,440CorporateBondsBOYAmt
Other Investments BOY$6,666,329OtherInvestmentsBOYAmt
Other Investments EOY$5,636,959OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,599,129OtherInvestmentsEOYFMVAmt
Other Assets BOY$11,842OtherAssetsBOYAmt
Other Assets EOY$15,889OtherAssetsEOYAmt
Other Assets EOYFMV$15,889OtherAssetsEOYFMVAmt
Total Assets BOY$16,021,657TotalAssetsBOYAmt
Total Assets EOY$16,040,714TotalAssetsEOYAmt
Total Assets EOYFMV$21,065,434TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$16,021,657CapitalStockBOYAmt
Capital Stock EOY$16,040,714CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$16,021,657TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,040,714TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,021,657TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,040,714TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,021,657TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,057ExcessRevenueOverExpensesAmt
Subtotal$16,040,714SubtotalAmt
Tot Net Ast Or Fund Balances EOY$16,040,714TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
INVESCO OPPENHEIMERP2015-10-132019-12-19$405,587$426,770-$21,183-$21,183
LAZARD FDS INCP2016-01-142019-12-19$336,294$296,954$39,340$39,340
VANGUARD FUNDSP2010-01-152019-12-20$199,993$170,606$29,387$29,387
VANGUARD FUNDSP2009-10-152019-12-20$399,993$134,941$265,052$265,052
FIDELITY INVESTMENTSP2019-02-112019-11-05$84,870$84,870
BRANDS INVT TRP2014-07-012019-03-07$17,546$22,687-$5,141-$5,141
FIRST EAGLE FUNDSP2016-04-072019-03-08$20,000$19,596$404$404
HOTCHIKS & WILEY FDSP2014-05-302019-11-05$170,695$121,262$49,433$49,433
INVESCO QQQ TRP2013-12-232019-03-08$29,691$15,241$14,450$14,450
INVESCO TR2015-02-192019-11-05$71,350$50,030$21,320$21,320
INVESCO ETFP2017-02-022019-03-07$24,525$25,533-$1,008-$1,008
PIMCO INTERNATIONALP2014-06-052019-11-05$107,860$101,766$6,094$6,094
VANGUARD INDEX FDS ETFP2017-01-192019-11-05$138,394$100,013$38,381$38,381
ISHARES ETFP2015-10-132019-12-23$395,157$409,389-$14,232-$14,232
JPMORGAN CHASE & CO ETNP2015-10-132019-12-23$188,398$291,896-$103,498-$103,498
VARIOUS LT NONCOVERED - JPM 5005P2012-01-012019-12-31$1,211,127$1,247,770-$36,643-$36,643
VARIOUS LT NONCOVERED - JPM 5002P2012-01-012019-12-31$1,715,172$1,661,206$53,966$53,966
CAPITAL GAIN DIVIDENDSP$23,538
FieldValueIRS element (for citing)
Capital Gain Net Income$359,660CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$985,909AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$19,575,429NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050365DistributionYr1Rt
Adjusted Qlfy Distri Yr2$700,331AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$19,542,324NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.035837DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,158,339AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$18,979,598NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061031DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,026,788AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,514,034NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052618DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,034,091AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$20,273,066NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051008DistributionYr5Rt
Total Distribution0.250859TotalDistributionRt
Average Distribution0.050172AverageDistributionRt
Net Vl Noncharitable Assets$19,914,083NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$999,129AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,931NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,008,060AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$872,851QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,863InvestmentIncomeExciseTaxAmt
Subtotal$17,863SubtotalAmt
Tax Based On Investment Income$17,863TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,600TotalPaymentsAndCreditsAmt
Tax Due$12,263TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH FREEDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125208399PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1303 E WOOLBRIGHT ROAD 304AddressLine1Txt
CityBOYNTON BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33435ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH FREED
303 E WOOLBRIGHT ROAD 304BOYNTON BEACHFL33435TREASURER35.0$120,000$0$13,544
NICHOLAS J DOTOLI
110 WHITE ROCK ROADVERONANJ07044BOARD MEMBER0$0$0$0
WILLIAM P MITCHELL
8520 NW 14TH STREETPLANTATIONFL33322BOARD MEMBER0$0$0$0
DAVID OURISMAN
1522 SUMMIT RDBERKELEYCA94708SECRETARY0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$19,088,711AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,128,632AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,217,343TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,217,343AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$303,260CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,914,083NetVlNoncharitableAssetsAmt
Minimum Investment Return$995,704MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$995,704MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,863TaxBasedOnInvestmentIncomeAmt
Total Tax$17,863TotalTaxAmt
Distributable Before Adj$977,841DistributableBeforeAdjAmt
Distributable Before Ded$977,841DistributableBeforeDedAmt
Distributable As Adjusted$977,841DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$872,851ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$872,851QualifyingDistributionsAmt
Adjusted Qualifying Distri$872,851AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$977,841DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$111,868ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$17,616ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$129,484TotalExcessDistributionCyovAmt
Qualifying Distributions$872,851QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$872,851AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$104,990ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$104,990ExcessDistributionCyovAppCYAmt
Total Corpus$24,494TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$24,494ExcessDistriCyovToNextYrAmt
Excess From Year3$6,878ExcessFromYear3Amt
Excess From Year1$17,616ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE FREED FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1303 E WOOLBRIGHT RD 304AddressLine1Txt
CityBOYNTON BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33435ZIPCd
FieldValueIRS element (for citing)
Recipient Email AddressGETGRANTSNJNYC@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsThe Freed Foundation will be accepting grant proposals digitally via email. Please provide a description of your organization, a copy of your 501(c)(3) tax exempt letter, a copy of your most recent Form 990, and a budget for the program for which you are requesting funds.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsTHE FREED FOUNDATION GRANTS AWARDS TO TAX-EXEMPT ORGANIZATIONS THAT DO WORK ON ISSUES ASSOCIATED WITH SCIENCE, MENTAL HEALTH AND ANIMAL WELFARE. THE FOUNDATION MAY CONSIDER GRANT AWARDS TO ORGANIZATIONS WORKING ON OTHER ISSUES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SEARCH AND CARE
1844 2ND AVENEW YORKNY10128NONEPCGENERAL SUPPORT$30,000
GARDEN STATE EQUALITY
40 S FULLERTON AVEMONTCLAIRNJ07042NONEPCSafe Schools and Community Program$25,000
ADIRONDACK CENTER FOR LOON CONSERVATION
PO BOX 195RAY BROOKNY12977NONEPCEducational Outreach and Expansion$75,000
HOLIDAY EXPRESS
151 INDUSTRIAL WAY EAST BUILDINGEATONTOWNNJ07724NONEPCHoliday Gift Bags$25,000
LENOX HILL NEIGHBORHOOD HOUSE
331 E 70TH STREETNEW YORKNY10021NONEPCWomen's Shelter for mentally ill$25,000
EPWORTH UNITED METHODIST CHURCH
1953 HOPKINS STBERKELEYCA94707NONEPCELEVATOR FOR DISABLED$25,000
TRAINING INSTITUTE FOR MENTAL HEALTH
115 WEST 27TH STNEW YORKNY10001NONEPCTEEN TALK CENTER$20,000
ANIMAL MEDICAL CENTER
510 EAST 62ND STNEW YORKNY10065NONEPCGift of Love Campaign$100,000
THE COMMUNITY YMCA
170 PATTERSON AVESHREWSBURYNJ07702NONEPCSchool Out patient Counseling$40,000
COMMUNITY HOPE INC
959 ROUTE 46 EASTPARSIPPANYNJ07054NONEPCMental health initiative for Veterans$50,000STE 402
HEALTHCARE CHAPLAINCY NETWORK
505 EIGHTH AVENUENEW YORKNY10018NONEPCFirst Responder Chaplin Division$12,300SUITE 900
PAWS 4 LIBERTY
8939 PALOMINO DRLAKE WORTHFL33467NONEPCService Dogs for Veterans$20,000
BROOKLYN COLLEGE FOUNDATION
BROOKLYN COLLEGE AND THE GRADUATE CBROOKLYNNY11210NONEPCAnthropology Department - Student Scholarships$25,0002900 BEDFORD AVANUE
SAVE A PET FLORIDAINC
P O BOX 2444PALM BEACHFL33480NONEPCMedical care for injured animals$5,000
CANDID
32 OLD SLIPNEW YORKNY10005NONEPCGENERAL SUPPORT$2,50024TH FLOOR
AFTER ADOPTION COUNSELING Inc
1730 S FEDERAL HWY 312DELRAY BEACHFL33483NONEPCConnected Child Workshop$8,144
SHORE HOUSE
LSW 279 BROADWAYLONG BRANCHNJ07740NONEPCGENERAL SUPPORT$100,000SUITE 400
CLUBHOUSE INTERNATIONAL
747 THIRD AVANEUENEW YORKNY10017NONEPCClubhouse Expansion$10,000SECOND FLOOR
BIDEAWEE
410 EAST 38TH STREETNEW YORKNY10016NONEPCGENERAL SUPPORT$25,000
FLAMINGO GARDENS
3750 SOUTH FLAMINGO ROADFORT LAUDERDALEFL33330NONEPCNew Learning Center$25,000
THE SEEING EYE
PO BOX 375MORRISTOWNNJ07963NONEPCIndependence Way Kennel Expansion$50,000
AUDUBON FLORIDA
4500 BISCAYNE BLVDMIAMIFL33137NONEPCWater for Wood Storks$8,000SUITE 350
CENTRA STATE HEALTHCARE
255 WILLOW BROOK ROAD 5FREEHOLDNJ07728NONEPCUnmet Needs for Cancer Patients$10,000
THE PACIFIC SCHOOL OF RELIGION
1798 SCENIC AVENUEBERKELEYCA94709NONEPCSCHOLARSHIP FUND$8,300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$724,244TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$596,691ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$15,675ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$359,660ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$972,026ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$972,026TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO - SECURITIESStockNm
EOY Book Value$4,157,576EOYBookValueAmt
EOYFMV$5,051,454EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,619,268USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,787,940USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWELLS FARGO - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$5,636,959BookValueAmt
EOYFMV$9,599,129EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTERESTDesc
BOY Book Value$11,842BOYBookValueAmt
EOY Book Value$15,889EOYBookValueAmt
EOYFMV$15,889EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OPFFICE EXPENSES$1,123$1,123
MEALS$310$310
BANK CHARGES$140$140

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOME - WELLS FARGODesc
Revenue And Expenses Per Books$15,675RevenueAndExpensesPerBooksAmt
Net Investment Income$15,675NetInvestmentIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$28,811Amt
Net Investment Income$28,811NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$9,180$2,295$6,885
FOREIGN TAX$6,750$6,750
FEDERAL TAX$1,239

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