THE UPLANDS CENTER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE UPLANDS CENTER FOUNDATION (EIN 36-4848898)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-03
- IRS object ID
- 202013089349100236
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-03T15:44:11-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133597814 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKODY SCOT & CO CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 EIGHTH AVE SUITE 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 364848898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UPLANDS CENTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPLA | BusinessNameControlTxt |
| Phone | 2019042500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BRAND K 795 FRANKLIN AVE NO BU | AddressLine1Txt |
| City | FRANKLIN LAKES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074171368 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM RASMUSSEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2019042500 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM SKODY | PreparerPersonNm |
| PTIN | P00631754 | PTIN |
| Phone | 2129671100 | PhoneNum |
| Preparation | 2020-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.225.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 16:44:04 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 744111110870A6F1869E9C7708983D3D0F8C87A4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 744111110870A6F1869E9C7708983D3D0F8C87A4 | 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 | $19,831,798 | 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 | $11,923 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $739,406 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $739,406 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $739,406 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $763,456 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,366,367 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $763,456 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,514,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,502,862 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $739,406 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $236,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $236,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $66,050 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $66,050 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $74,028 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $74,028 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,922 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,461 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $8,461 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,461 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,618 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,809 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $15,809 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,809 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $174,916 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $174,916 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $14,670 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $14,670 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,777 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,777 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $9,777 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $34,894 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $23,468 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,468 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,292 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,292 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,362,782 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,362,782 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,054,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $208,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $34,047 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,810,160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,054,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $208,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $34,047 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,810,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$539,232 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,293,899 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $705,359 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,590 | CashBOYAmt |
| Cash EOY | $1,479,612 | CashEOYAmt |
| Cash EOYFMV | $1,479,612 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,048,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,773,003 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,773,003 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $4,150 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,150 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $190,736 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,663,278 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,147,101 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,147,101 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,819,074 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,681,006 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,681,006 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,996,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,324,840 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,324,840 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,491,874 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,788 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,456,980 | LandBOYAmt |
| Land EOY | $1,422,086 | LandEOYAmt |
| Land EOYFMV | $1,422,086 | LandEOYFMVAmt |
| Total Assets BOY | $18,182,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,831,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,831,798 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,426 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $272,484 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $12,426 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $272,484 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,169,584 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,559,314 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,169,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,559,314 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,182,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,831,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,169,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$539,232 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,928,962 | OtherIncreasesAmt |
| Subtotal | $19,559,314 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,559,314 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TOTAL SHORT TERM | P | 2019-03-22 | 2019-12-26 | $4,735,393 | $4,742,570 | -$7,177 | -$7,177 |
| TOTAL LONG TERM | P | 2016-05-31 | 2019-12-17 | $10,630,974 | $9,860,341 | $770,633 | $770,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $763,456 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,177 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $965,546 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,038,716 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053526 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $814,814 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,057,760 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042755 | DistributionYr2Rt |
| Total Distribution | 0.096281 | TotalDistributionRt |
| Average Distribution | 0.048141 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,301,817 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $832,927 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,939 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $845,866 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,810,160 | 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 | $12,939 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,939 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,939 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,232 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,232 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,707 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAND K PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2019042500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BRAND K 795 FRANKLIN AVE NO BUILDC | AddressLine1Txt |
| City | FRANKLIN LAKES | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074171368 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILL RASMUSSEN CERF | ||||||||
| 795 FRANKLIN AVE | FRANKLIN LAKES | NJ | 07417 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER DAVID CERF | ||||||||
| 795 FRANKLIN AVE | FRANKLIN LAKES | NJ | 07417 | TRUSTEE | 2.00 | $110,500 | $35,499 | $0 |
| NATHAN RASMUSSEN CERF | ||||||||
| 795 FRANKLIN AVE | FRANKLIN LAKES | NJ | 07417 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LEAH RASMUSSEN CERF | ||||||||
| 795 FRANKLIN AVE | FRANKLIN LAKES | NJ | 07417 | TRUSTEE | 2.00 | $15,600 | $0 | $0 |
| ANN MORRELL RASMUSSEN | ||||||||
| 795 FRANKLIN AVE | FRANKLIN LAKES | NJ | 07417 | TRUSTEE | 2.00 | $110,500 | $7,684 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MODULAR CONCEPTS EAST | |||||
| 1258 CRYSTAL LAKE RD | HANCOCK | NY | 13783 | CONSTRUCTION | $771,690 |
| UBS FINANCIAL SERVICES | |||||
| 299 PARK AVENUE | NEW YORK | NY | 10171 | INVESTMENT ADVISORY | $174,916 |
| FOX HOLLOW FARM INC | |||||
| 47 FOXHURST RD | HUNTINGTON STATION | NY | 11746 | ARCHITECTURE RESEARCH CONSULTING | $100,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RETREAT PROGRAM - TO REVITALIZE THOSE WHO SERVE OTHERS BY OFFERING RESTORATIVE AND GROWTH PROMOTING EXPERIENCES. THE FOUNDATION HOSTED 6 RETREATS IN 2018 FOR NONPROFIT ORGANIZATIONS AT ITS CENTER IN UPSTATE NEW YORK. | Description1Txt |
| Expenses1 | $1,810,160 | Expenses1Amt |
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 | $10,911,233 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,654,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,565,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,565,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $263,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,301,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $865,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,810,160 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,810,160 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,939 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,797,221 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2016-09-13 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $705,359 | CurrentYearAmt |
| Year1 | $238,194 | Year1Amt |
| Year2 | $530,311 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,473,864 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $599,555 | CurrentYearAmt |
| Year1 | $202,465 | Year1Amt |
| Year2 | $450,764 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,252,784 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,810,160 | CurrentYearAmt |
| Year1 | $969,957 | Year1Amt |
| Year2 | $814,814 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $3,594,931 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $1,500 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,500 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,810,160 | CurrentYearAmt |
| Year1 | $969,957 | Year1Amt |
| Year2 | $813,314 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $3,593,431 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $576,727 | CurrentYearAmt |
| Year1 | $601,291 | Year1Amt |
| Year2 | $635,259 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,813,277 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $739,406 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $763,456 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,502,862 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,502,862 | 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 | CategoryTxt |
| Amt | $31,618 | Amt |
| Net Investment Income | $15,809 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,809 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,809 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| LAND | 2017-01-01 | $131,000 | L | $0 | $0 | $0 | ||
| BUILDING | 2017-01-01 | $1,179,000 | SL | $30,231 | $0 | $0 | $30,231 | 39.000000000000 |
| 2017 BUILDING ADDITIONS | 2017-01-01 | $181,874 | SL | $4,663 | $0 | $0 | $4,663 | 39.000000000000 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ORGANIZATION FILES CORPORATE ANNUAL REPORTS IN DE AND NJ | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,681,006 | EOYBookValueAmt |
| EOYFMV | $1,681,006 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,147,101 | EOYBookValueAmt |
| EOYFMV | $6,147,101 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,324,840 | BookValueAmt |
| EOYFMV | $2,324,840 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $131,000 | $0 | $131,000 | $131,000 |
| BUILDING | $1,179,000 | $60,462 | $1,118,538 | $1,118,538 |
| 2017 BUILDING ADDITIONS | $181,874 | $9,326 | $172,548 | $172,548 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $16,922 | LegalFeesAmt |
| Net Investment Income | $8,461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,461 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,461 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WORKERS COMPENSATION INSURANCE | $17,542 | $0 | $0 | $17,542 |
| RETREAT COSTS | $28,158 | $0 | $0 | $28,158 |
| CONSULTANTS & CONTRACTORS | $195,486 | $0 | $0 | $195,486 |
| OFFICE EXPENSES | $14,944 | $0 | $0 | $14,944 |
| INSURANCE | $17,948 | $0 | $0 | $17,948 |
| OTHER EXPENSES | $4,124 | $0 | $0 | $4,124 |
| FACILITY AND EQUIPMENT EXPENSES | $53,158 | $0 | $0 | $53,158 |
| BUILDING AND CONSTRUCTION EXPENSES | $1,031,422 | $0 | $0 | $1,031,422 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $1,928,962 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $174,916 | Amt |
| Net Investment Income | $174,916 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $9,777 | Amt |
| Net Investment Income | $9,777 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,777 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |