CRAIG W VIRDEN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CRAIG W VIRDEN FOUNDATION INC (EIN 46-0984204)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349100315
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T06:24:42-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET WIERZBICKI CPA MS TAX | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SLOAN STREET SUITE 4 | AddressLine1Txt |
| City | SOUTH ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070792442 | 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 | 460984204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CRAIG W VIRDEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAI | BusinessNameControlTxt |
| Phone | 9737616358 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CHARLTON AVENUE | AddressLine1Txt |
| City | SOUTH ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07079 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | nancy gallt | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9737616358 | PhoneNum |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Margaret Wierzbicki CPA | PreparerPersonNm |
| PTIN | P00087493 | PTIN |
| Phone | 9733788082 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.54.219.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 06:24:36 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B449C8913696190A2EA7A4C53C1D36533FEAE765 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B449C8913696190A2EA7A4C53C1D36533FEAE765 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $216,507 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,156 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,156 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,775 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,156 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $699 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $55,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,312 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $699 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,665 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $262 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $62 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $144 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $144 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,009 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $699 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,991 | CashBOYAmt |
| Cash EOY | $26,484 | CashEOYAmt |
| Cash EOYFMV | $26,484 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,691 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $161,608 | CorporateStockBOYAmt |
| Corporate Stock EOY | $136,228 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $143,332 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $188,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $209,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $216,507 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $188,662 | RetainedEarningBOYAmt |
| Retained Earning EOY | $209,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $188,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $209,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $188,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $209,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $188,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,741 | ExcessRevenueOverExpensesAmt |
| Subtotal | $209,403 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $209,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 100 sh AMERICAN FINANCE TRUST INC | P | 2019-01-14 | 2019-04-22 | $954 | $0 | $1,273 | -$319 | $0 | $0 | $0 | -$319 |
| 300 SH AMERICAN FINANCE TRUST INC | P | 2019-01-15 | 2019-07-30 | $3,476 | $0 | $3,867 | -$391 | $0 | $0 | $0 | -$391 |
| 25 SH ANHEUSER-BUSCH INBEV | P | 2019-01-15 | 2019-07-30 | $2,528 | $0 | $1,813 | $715 | $0 | $0 | $0 | $715 |
| 250 SH GLOBAL X MSCI GREECE ETF | P | 2019-01-15 | 2019-11-26 | $2,453 | $0 | $2,355 | $98 | $0 | $0 | $0 | $98 |
| 10 SH BERKSHIRE HATHAWAY INC | P | 2016-11-15 | 2019-06-27 | $2,111 | $0 | $1,562 | $549 | $0 | $0 | $0 | $549 |
| 500 SH BIOSYENT INC | P | 2015-05-20 | 2019-06-27 | $2,480 | $0 | $3,022 | -$542 | $0 | $0 | $0 | -$542 |
| 500 SH BIOSYENT INC | P | 2015-05-20 | 2019-06-27 | $2,480 | $0 | $3,138 | -$658 | $0 | $0 | $0 | -$658 |
| 100 SH ISHARES CORE | P | 2015-05-20 | 2019-07-30 | $5,031 | $0 | $5,037 | -$6 | $0 | $0 | $0 | -$6 |
| 50 SH PIMCO ACTIVE BOND EXCHANGE | P | 2018-05-23 | 2019-07-30 | $5,380 | $0 | $5,118 | $262 | $0 | $0 | $0 | $262 |
| 20 SH PIMCO ENHANCED SHORT MATURITY | P | 2016-05-18 | 2019-07-30 | $2,034 | $0 | $2,022 | $12 | $0 | $0 | $0 | $12 |
| 100 SH SPDR DOUBLELINE TR TACT ETF | P | 2017-03-21 | 2019-06-27 | $4,904 | $0 | $4,867 | $37 | $0 | $0 | $0 | $37 |
| 300 SH SPDR DOUBLELINE TR TACT ETF | P | 2017-03-21 | 2019-07-30 | $14,653 | $0 | $14,654 | -$1 | $0 | $0 | $0 | -$1 |
| 400 SH SPROTT PHYSICAL GOLD AND SIL | P | 2016-11-15 | 2019-07-30 | $5,498 | $0 | $4,878 | $620 | $0 | $0 | $0 | $620 |
| 100 SH SPROTT PHYSICAL GOLD TRUST | P | 2015-05-21 | 2019-01-15 | $1,044 | $0 | $998 | $46 | $0 | $0 | $0 | $46 |
| 100 SH SPROTT PHYSICAL GOLD TRUST | P | 2015-05-22 | 2019-01-15 | $1,044 | $0 | $999 | $45 | $0 | $0 | $0 | $45 |
| 200 SH SPROTT PHYSICAL GOLD TRUST | P | 2015-05-22 | 2019-01-15 | $2,089 | $0 | $1,983 | $106 | $0 | $0 | $0 | $106 |
| 50 SH VANGUARD SHORT-TERM BOND ETF | P | 2016-05-16 | 2019-07-30 | $4,019 | $0 | $4,032 | -$13 | $0 | $0 | $0 | -$13 |
| FOREIGN CURRENCY EXCHANGE | P | 2019-01-01 | 2019-12-31 | $596 | $0 | $0 | $596 | $0 | $0 | $0 | $596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,156 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $699 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,681 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $184,160 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.172030 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,017 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $190,149 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.121047 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,433 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $197,463 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.285790 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,121 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,539 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.578867 | TotalDistributionRt |
| Average Distribution | 0.115773 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $197,143 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,824 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $53 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,877 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,509 | 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 | $53 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $261 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $261 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$261 | OriginalReturnOverpaymentAmt |
| Overpayment | $208 | OverpaymentAmt |
| Applied To ES Tax | $208 | AppliedToESTaxAmt |
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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY GALLT | IndividualWithBooksNm |
| Phone | 9737616358 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CHARLTON AVENUE | AddressLine1Txt |
| City | SOUTH ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07079 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| NANCY GALLT | ||||||||
| 273 CHARLTON AVENUE | SOUTH ORANGE | NJ | 07079 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| EMILY G VIRDEN | ||||||||
| C/O 273 CHARLTON AVENUE | SOUTH ORANGE | NJ | 07079 | DIRECTOR | 0.01 | $0 | $0 | $0 |
| SAMUEL W VIRDEN | ||||||||
| C/O 273 CHARLTON AVENUE | SOUTH ORANGE | NJ | 07079 | DIRECTOR | 0.01 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $150,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $200,145 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $200,145 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $197,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53 | TotalTaxAmt |
| Distributable Before Adj | $9,804 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,804 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,804 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,509 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $53 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,456 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,804 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $35,636 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,130 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,433 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,017 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,718 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $191,934 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,509 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $34,509 | RemainingDistriFromCorpusAmt |
| Total Corpus | $226,443 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,804 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $35,636 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $190,807 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,130 | ExcessFromYear4Amt |
| Excess From Year3 | $56,433 | ExcessFromYear3Amt |
| Excess From Year2 | $23,017 | ExcessFromYear2Amt |
| Excess From Year1 | $31,718 | ExcessFromYear1Amt |
| Excess From Current Year | $34,509 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY GALLT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| mothers2mothers | ||||||
| 7441 W Sunset Blvd Ste 205 | Los Angeles | CA | 90046 | PC | pediatricAIDS prevention | $20,000 |
| GallopNYC | ||||||
| 540 President St 3F | Brooklyn | NY | 11215 | PC | therapeutic horsemanshipfor childrenwith disabilites | $10,000 |
| New House | ||||||
| PO Box 240019 | Kansas City | MO | 64124 | PC | assistance for victims of domestic abuse | $0 |
| Fordham Prepatory School | ||||||
| 441 E Fordham Road | Bronx | NY | 10458 | PC | to inspire young mento question, learn, serve and pray | $0 |
| Williams College Alumni Fund | ||||||
| 75 Park Street | Williamstown | MA | 01267 | PC | support studentsand faculty ofWilliams College | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,156 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,156 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,312 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Nancy Gallt | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 Charlton Ave | AddressLine1Txt |
| City | South Orange | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07079 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARGARET WIERZBICKI ACCOUNTING | CategoryTxt |
| Amt | $1,665 | Amt |
| Disbursements Charitable Prps | $1,665 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| Short Term Assets - see attached | Purchased | $9,411 | $9,308 | $103 |
| Long Term Assets - see attached | Purchased | $52,768 | $52,311 | $457 |
| Foreign Currency Exchange | Purchased | $596 | $596 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US EQUITIES | $136,228 | $143,332 |
| INTERNATIONAL EQUITIES | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Filing fees | Desc |
| Revenue And Expenses Per Books | $144 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $144 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Canada | $62 | $62 | |
| Federal | $200 | $200 |
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