AKHOURY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AKHOURY FOUNDATION INC (EIN 22-3417520)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-22
- IRS object ID
- 202011749349100016
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-22T13:05:42-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223453068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAFFEI MASIELLO & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 210 | AddressLine1Txt |
| City | MENDHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079450210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223417520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKHOURY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AKHO | BusinessNameControlTxt |
| Phone | 9733772315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2251 GULF OF MEXICO DRIVE NO 304 | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAVINDRANATH AKHOURY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9733772315 | PhoneNum |
| Signature | 2020-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN R MAFFEI CPA | PreparerPersonNm |
| PTIN | P00292851 | PTIN |
| Phone | 9735436055 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $104,292 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,830 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,282 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,273 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,878 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,378 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,415 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,415 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,322 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,322 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,963 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,627 | CashBOYAmt |
| Cash EOY | $4,292 | CashEOYAmt |
| Cash EOYFMV | $4,292 | CashEOYFMVAmt |
| Corporate Stock BOY | $21,339 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $137,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,292 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $586,913 | CapitalStockBOYAmt |
| Capital Stock EOY | $586,913 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$448,947 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$482,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $137,966 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $137,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $137,966 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,674 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $104,292 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $104,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 199 SH APPLE INC | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2013-01-04 | AcquiredDt |
| Sold | 2019-01-31 | SoldDt |
| Gross Sales Price | $33,282 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,009 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,273 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,273 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,273 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $111,837 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $100,753 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.110012 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,630 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $158,390 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.610076 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $204,405 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.538392 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,725 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $94,109 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.624010 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,049 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $181,765 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.412890 | DistributionYr5Rt |
| Total Distribution | 3.295380 | TotalDistributionRt |
| Average Distribution | 0.659076 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,412 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,089 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,279 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,737 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $82 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $82 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $108 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RAVI AKHOURY | IndividualWithBooksNm |
| Phone | 9733772315 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2251 GULF OF MEXICO DRIVE APT 304 | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| RAVI AKHOURY | ||||||||
| 2251 GULF OF MEXICO DRIVE APT 304 | LONGBOAT KEY | FL | 34228 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| VIRGINIA AKHOURY | ||||||||
| 2251 GULF OF MEXICO DRIVE APT 304 | LONGBOAT KEY | FL | 34228 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PRIYA JOY AKHOURY | ||||||||
| 6 PINE VALLEY WAY | FLORHAM PARK | NJ | 07932 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,308 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,784 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $190 | TotalTaxAmt |
| Distributable Before Adj | $1,031 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,031 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,031 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $46,737 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $190 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,547 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,031 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,277 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,430 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $99,958 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $89,414 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,435 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $417,514 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,031 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,706 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $463,220 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $66,277 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $396,943 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,430 | ExcessFromYear4Amt |
| Excess From Year3 | $99,958 | ExcessFromYear3Amt |
| Excess From Year2 | $89,414 | ExcessFromYear2Amt |
| Excess From Year1 | $107,435 | ExcessFromYear1Amt |
| Excess From Current Year | $45,706 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAVI AKHOURY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSOCIATION OF MARIAN HELPERS | |||||||||||
| EDEN HILL | STOCKBRIDGE | MA | 01263 | NONE | CHARITABLE BEQUEST | $62 | |||||
| CATHOLIC RELIEF SERVICES | |||||||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 212013443 | NONE | CHARITABLE BEQUEST | $500 | |||||
| CHRIST CHILD SOCIETY OF SARASOTA | |||||||||||
| 7318 POINT OF ROCKS | SARASOTA | FL | 34242 | NONE | CHARITABLE BEQUEST | $85 | |||||
| DISABLED AMERICAN VETERANS | |||||||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | NONE | CHARITABLE BEQUEST | $100 | |||||
| FLORHAM PARK FIRE DEPARTMENT ASSOCIATION | |||||||||||
| 315 BROOKLAKE ROAD | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $150 | |||||
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||||||
| PO BOX 369 | AMERICUS | GA | 31709 | NONE | CHARITABLE BEQUEST | $500 | |||||
| HOLY FAMILY CHURCH | |||||||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $10,125 | |||||
| HOLY FAMILY SCHOOL | |||||||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $400 | |||||
| INTERFAITH FOOD PANTRY | |||||||||||
| PO BOX 250 | MORRIS PLAINS | NJ | 07950 | NONE | CHARITABLE BEQUEST | $1,000 | |||||
| MADONNA DELL'ARCO ORPHANAGE CO LOUISE ALLOCCA | |||||||||||
| NONE | CHARITABLE BEQUEST | $600 | VIA ARCO 178 MADONNA DELLARCO | NAPOLI | IT | 80043 | |||||
| MARY QUEEN OF ALL NATIONS MISSIONARY ALLIANCE | |||||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | CHARITABLE BEQUEST | $1,500 | |||||
| MOUTH AND FOOT PAINTING ARTISTS | |||||||||||
| 2070 PEACHTREE INDUSTRIAL COURT | ATLANTA | GA | 30341 | NONE | CHARITABLE BEQUEST | $50 | |||||
| OUR LADY OF PERPETUAL HELP RETREAT CENTER | |||||||||||
| 3989 S MOON DRIVE | VENICE | FL | 34292 | NONE | CHARIBABLE BEQUEST | $200 | |||||
| PARALYZED VETERANS OF AMERICA | |||||||||||
| 20 WASHINGTON PLACE | NEWARK | NJ | 07102 | NONE | CHARITABLE BEQUEST | $175 | |||||
| SAINT PETER'S ORPHANAGE | |||||||||||
| 170 DIAMOND SPRING ROAD | DENVILLE | NJ | 07834 | NONE | CHARITABLE BEQUEST | $200 | |||||
| ST MARY STAR OF THE SEA CHURCH | |||||||||||
| 4280 GULF OF MEXICO DRIVE | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $4,625 | |||||
| ST MARY STAR OF THE SEA CHURCH - MENS CLUB | |||||||||||
| 4280 GULF OF MEXICO DRIVE | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $650 | |||||
| ST MICHAEL CHURCH | |||||||||||
| 408 HEARD BRIDGE ROAD | WACHULA | FL | 33813 | NONE | CHARITABLE BEQUEST | $2,000 | |||||
| UF HEALTH CANCER CENTER | |||||||||||
| 2033 MOWRY ROAD | GAINESVILLE | FL | 32610 | NONE | CHARITABLE BEQUEST | $6,000 | |||||
| UNIVERSITY FOR DEVELOPMENT STUDENT | |||||||||||
| NONE | CHARITABLE BEQUEST | $6,000 | PO BOX 1350 | GH | TAMALE | ||||||
| ALL STAR CHILDREN FOUNDATION | |||||||||||
| 1221 S TAMIAMI TRAIL | SARASOTA | FL | 34239 | NONE | CHARITABLE BEQUEST | $5,000 | |||||
| ST MICHAELS OUTREACH CENTER | |||||||||||
| 408 HEARD BRIDGE ROAD | WACHULA | FL | 33873 | NONE | CHARITABLE BEQUEST | $5,000 | |||||
| ST GERARD ROMAN CATHOLIC CHURCH | |||||||||||
| NONE | CHARITABLE BEQUEST | $400 | PO BOX 47 | AV | ANGUILLA BWI | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,322 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,943 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,048 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,830 | Amt |
| Net Investment Income | $1,415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,415 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AIINGOV INC | AT COST | $50,000 | $50,000 |
| ENGLISH HELPER INC | AT COST | $50,000 | $50,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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