BETA

THE COTE FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE COTE FAMILY FOUNDATION (EIN 04-6980644)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-12
IRS object ID
202031339349101228
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)
Return2020-05-12T15:06:58-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201689274PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MURPHY MILLER BAGLIERI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line165 HARRISTOWN ROADAddressLine1Txt
CityGLEN ROCKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07452ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046980644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COTE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOTEBusinessNameControlTxt
Phone9733051500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 774AddressLine1Txt
CityMORRISTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07963ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS COTEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9733051500PhoneNum
Signature2020-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND BABINSKIPreparerPersonNm
PTINP01316149PTIN
Phone2016120015PhoneNum
Preparation2020-05-12PreparationDt
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$20,336FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,128ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$158DividendsRevAndExpnssAmt
Dividends Net Invst Incm$158DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$815NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,590GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,676CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,119TotalRevAndExpnssAmt
Total Net Invst Incm$1,852TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$450AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$24TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$389OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$203OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,313TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$653TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,255ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,255ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,568TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$653TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,551ExcessRevenueOverExpensesAmt
Net Investment Income$1,199NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,100SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,309SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,309SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,859CorporateStockBOYAmt
Corporate Stock EOY$12,181CorporateStockEOYAmt
Corporate Stock EOYFMV$16,027CorporateStockEOYFMVAmt
Total Assets BOY$8,959TotalAssetsBOYAmt
Total Assets EOY$16,490TotalAssetsEOYAmt
Total Assets EOYFMV$20,336TotalAssetsEOYFMVAmt
Other Liabilities BOY$44OtherLiabilitiesBOYAmt
Other Liabilities EOY$24OtherLiabilitiesEOYAmt
Total Liabilities BOY$44TotalLiabilitiesBOYAmt
Total Liabilities EOY$24TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,915NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$16,466NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,915TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,466TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,959TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,490TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,915TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,551ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,466SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,466TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
16 SHS CITIGROUP INC2012-07-172019-02-28$1,030$431$599$599
4 SHS UNITEDHEALTH GROUP2012-12-192019-02-28$998$220$778$778
4 SHS MICROSOFT CORP2017-01-272019-10-11$562$263$299$299
FieldValueIRS element (for citing)
Capital Gain Net Income$1,676CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,942AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$13,841NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.212557DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,795AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,261NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.171884DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,060AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,129NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.335196DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,090AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,322NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.331927DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,410AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$18,571NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.345162DistributionYr5Rt
Total Distribution1.396726TotalDistributionRt
Average Distribution0.279345AverageDistributionRt
Net Vl Noncharitable Assets$13,448NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,757AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$12NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,769AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,255QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$24TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS COTEIndividualWithBooksNm
Phone9733051500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line155 LANE ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07004ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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
THOMAS COTE
PO BOX 774MORRISTOWNNJ07963TRUSTEE0.00$0$0$0
FRANCES COTE
PO BOX 774MORRISTOWNNJ07963TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$7,975AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,678AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,653TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,653AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$205CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,448NetVlNoncharitableAssetsAmt
Minimum Investment Return$672MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$672MinimumInvestmentReturnAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Total Tax$24TotalTaxAmt
Distributable Before Adj$648DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$648DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$648DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,255ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,255QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,255AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$648DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,540ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,531ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,605ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,066ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,294ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,036TotalExcessDistributionCyovAmt
Qualifying Distributions$2,255QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$648AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,607RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$17,643TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,540ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,103ExcessDistriCyovToNextYrAmt
Excess From Year4$3,531ExcessFromYear4Amt
Excess From Year3$2,605ExcessFromYear3Amt
Excess From Year2$2,066ExcessFromYear2Amt
Excess From Year1$2,294ExcessFromYear1Amt
Excess From Current Year$1,607ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHEERFUL HEART MISSION
794 W SHORE RDKINNELONNJ07405NONESOCIAL SERVICESUNRESTRICTED$500
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONEMEDICAL SERVICESUNRESTRICTED$150
GENL SERV BOARD OF AA INC
475 RIVERSIDE DRNEW YORKNY10115NONESOCIAL SERVICESUNRESTRICTED$250
SONGWRITING WITH SOLDIERS
901 S MOPAC EXPRWY SUITE 225AUSTINTX78746NONESOCIAL SERVICESUNRESTRICTED$250
THE STEPPING STONES FOUNDATION
62 OAK ROADKATONAHNY10536NONEEDUCATIONALUNRESTRICTED$300
VARIOUS OTHER EACH
LESS THAN 201BUTLERNJ07405NONEREL/SCI/CIVUNRESTRICTED$805
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,255TotalGrantOrContriPdDurYrAmt
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$18ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$158ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$815ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$991ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$991TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHOMAS COTEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 774AddressLine1Txt
CityMORRISTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07963ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,098TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
137 SHS MICROSOFT CORP$5,0372019-09-12
123 SHS NEXTERA ENERGY INC$5,0612019-09-12

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMURPHY, MILLER ET AL, ACCT'G & TAXCategoryTxt
Amt$900Amt
Net Investment Income$450NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CITIGROUP INC$1,582$3,196
UNITEDHEALTH GROUP INC$1,046$2,058
MICROSOFT CORP$4,492$5,204
NEXTERA ENERGY INC$5,061$5,569

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$203$203$0
NJ FILING FEE$30$0$0
OFIICE EXPENSE$156$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
BOY Book Value$44BOYBookValueAmt
EOY Book Value$24EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$24Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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