RUDOLPH J TORELLO FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RUDOLPH J TORELLO FOUNDATION INC (EIN 22-3727014)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-09
IRS object ID
202033149349100023
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)
Return2020-11-09T10:15:09-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611416081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE CURCHIN GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 SCHULZ DR STE 400AddressLine1Txt
CityRED BANKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP077016745ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223727014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RUDOLPH J TORELLO FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRUDOBusinessNameControlTxt
Phone7326180337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1715 WEST PARK AVE PO BOX 222AddressLine1Txt
CityOAKHURSTCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07755ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLAUDIO INNOCENTIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7326180337PhoneNum
Signature2020-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER PFISTERPreparerPersonNm
PTINP00019646PTIN
Phone7327470500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.251.92.242IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-03IPDt
IP Tm10:01:52IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3B3BCA32695AD646254DFC329DDB9DC2EB9B43A0AtSubmissionCreationDeviceId
At Submission Filing Device Id5643370C80F282136A69DF479A07252577045967AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,370,252FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$67,665DividendsRevAndExpnssAmt
Dividends Net Invst Incm$67,665DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,365NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$236,295GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,365CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$72,030TotalRevAndExpnssAmt
Total Net Invst Incm$72,030TotalNetInvstIncmAmt
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$6,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$22,028OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$22,028OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,951TaxesRevAndExpnssAmt
Taxes Net Invst Incm$951TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,071OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$200OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$871OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,300TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,429TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$871TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,070ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,070ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$103,370TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,429TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,941TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,340ExcessRevenueOverExpensesAmt
Net Investment Income$42,601NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$581CashBOYAmt
Cash EOY$581CashEOYAmt
Cash EOYFMV$581CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,571SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$209,741SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$209,741SavAndTempCashInvstEOYFMVAmt
Grants Receivable BOY$0GrantsReceivableBOYAmt
Corporate Stock BOY$1,178,454CorporateStockBOYAmt
Corporate Stock EOY$1,074,295CorporateStockEOYAmt
Corporate Stock EOYFMV$2,159,475CorporateStockEOYFMVAmt
Other Investments BOY$133,438OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Other Assets BOY$66,394OtherAssetsBOYAmt
Other Assets EOY$455OtherAssetsEOYAmt
Other Assets EOYFMV$455OtherAssetsEOYFMVAmt
Total Assets BOY$1,388,438TotalAssetsBOYAmt
Total Assets EOY$1,285,072TotalAssetsEOYAmt
Total Assets EOYFMV$2,370,252TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,388,438RetainedEarningBOYAmt
Retained Earning EOY$1,285,072RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,388,438TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,285,072TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,388,438TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,285,072TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,388,438TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,340ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,357,098SubtotalAmt
Other Decreases$72,026OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,285,072TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WABTECP2019-02-262019-03-13$777$838-$61-$61
BAIDU INC ADRP2011-03-302019-03-13$1,188$956$232$232
CALAMOS INTERNATIONAL GROWTH FNDP2011-03-302019-03-13$15,552$14,475$1,077$1,077
CORNING INCP2001-05-232019-03-13$17,171$11,647$5,524$5,524
DELL TECHNOLOGIESP2007-04-162019-03-13$10,987$10,049$938$938
HALLIBURTON COMPANYP2001-05-232019-03-13$28,494$23,627$4,867$4,867
KKR & CO INCP2014-01-092019-03-13$98,973$107,570-$8,597-$8,597
CALAMOS INTERNATIONAL GROWTH FNDP2018-12-212019-03-13$2,444$2,147$297$297
CALAMOS INTERNATIONAL GROWTH FNDP2014-12-192019-03-13$1,938$1,916$22$22
CALAMOS INTERNATIONAL GROWTH FNDP2015-12-182019-03-13$23$23$0$0
CALAMOS INTERNATIONAL GROWTH FNDP2017-12-152019-03-13$674$840-$166-$166
DELL TECHNOLOGIESP2011-03-302019-03-13$396$188$208$208
MELCO RESORTS & ADR ENTERTAINMENTP2011-03-302019-03-13$2,913$971$1,942$1,942
STARWOOD PROPERTY TR INCP2014-01-092019-03-13$53,361$54,259-$898-$898
MYLAN NVP2015-03-022019-03-13$1,144$2,424-$1,280-$1,280
CAPITAL GAINS DIVIDENDSP$260$260$260
FieldValueIRS element (for citing)
Capital Gain Net Income$4,365CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$105,777AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,052,719NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051530DistributionYr1Rt
Adjusted Qlfy Distri Yr2$74,170AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,016,471NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036782DistributionYr2Rt
Adjusted Qlfy Distri Yr3$114,423AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,901,176NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.060185DistributionYr3Rt
Adjusted Qlfy Distri Yr4$91,530AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,857,438NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049278DistributionYr4Rt
Adjusted Qlfy Distri Yr5$86,242AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,892,954NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045559DistributionYr5Rt
Total Distribution0.243334TotalDistributionRt
Average Distribution0.048667AverageDistributionRt
Net Vl Noncharitable Assets$2,219,314NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$108,007AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$426NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$108,433AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$72,941QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$852InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$852SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$852TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$924EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$924TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$72OverpaymentAmt
Applied To ES Tax$72AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 AddressWWW.TRJTF.ORGWebsiteAddressTxt
Individual With BooksCLAUDIO INNOCENTIIndividualWithBooksNm
Phone7326180337PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1715 WEST PARK AVE PO BOX 222AddressLine1Txt
CityOAKHURSTCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07755ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistributed Income PY32013UndistributedIncomePY3Yr
Undistributed Income PY42012UndistributedIncomePY4Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLAUDIO INNOCENTI
PO BOX 222OAKHURSTNJ07755PRESIDENT20.00$0$0$0
DOUGLAS M DURITZA
C/O WLDL PA PO BOX 1228WALLNJ07719SECRETARY1.00$0$0$0
FRANK J COLLETTE
32 RIVERS EDGE DRIVECOLTS NECKNJ07722TREASURER1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,026,923AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$226,188AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,253,111TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,253,111AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,797CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,219,314NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,966MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,966MinimumInvestmentReturnAmt
Tax Based On Investment Income$852TaxBasedOnInvestmentIncomeAmt
Total Tax$852TotalTaxAmt
Distributable Before Adj$110,114DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$110,114DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$110,114DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,941ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$72,941QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$72,941AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,114DistributableAsAdjustedAmt
Undistributed Income PY$93,515UndistributedIncomePYAmt
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$651,339TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$72,941QualifyingDistributionsAmt
Applied To Year1$72,941AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$651,339PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$651,339Taxable1Amt
Taxable2$20,574Taxable2Amt
Undistributed Income CY$110,114UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON ANTHENAEUM
10 1/2 BEACON STREETBOSTONMA02108PCGENERAL$1,000
THE DALTON SCHOOL
108 EAST 89TH STREETNEW YORKNY10128PCGENERAL$10,000
THE PINGRY SCHOOL
131 MARTINSVILLE ROADBASKING RIDGENJ07920PCGENERAL$10,000
LUNCH BREAK
121 DRS JAMES PARKER BOULEVARDRED BANKNJ07701PCGENERAL$3,000
CHENOA MANOR
733 GLEN WILLOW ROADAVONDALEPA19311PCGENERAL$5,000
THE JAMAL C MORRIS FOUNDATION
17 LAURA LANEWARWICKNY10990PCGENERAL$2,500
TRINITY SCHOOL
139 WEST 91ST STREETNEW YORKNY10024PCGENERAL$10,000
DWIGHT-ENGLEWOOD SCHOOL
315 EAST PALISADE AVENUEENGLEWOODNJ07631PCGENERAL$20,000
ST CATHERINE & ST MARGARET PARISH
215 ESSEX ANVENUESPRING LAKENJ07762PCGENERAL$10,000
DWIGHT-ENGLEWOOD SCHOOL
315 EAST PALISADE AVENUEENGLEWOODNJ07631PCGENERAL - BULLDOG BASH$570
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,070TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,665ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,365ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$72,030ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$72,030TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,250Amt
Net Investment Income$6,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T INC$60,469$54,712
BRISTOL MYERS SQUIBB CO$25,741$64,190
CISCO SYSTEMS INC$43,333$119,900
DUKE ENERGY CORP$116,906$228,025
ELI LILLY & CO$42,783$65,715
GENERAL ELECTRIC COMPANY$91,948$22,320
ISHARES S&P US PREFERRED STOCK$245,618$234,938
ISHARES TR DOW JONES US FINCL SVCS$28,569$83,501
JOHNSON & JOHNSON$60,350$145,870
MERCK & CO INC$21,296$104,865
MICROSOFT CORP$75,641$394,250
PINNACLE WEST CAP CORP$130,396$256,300
PROCTOR & GAMBLE CO$32,484$124,900
ENBRIDGE INC$25,912$68,484
TARGET CORP$16,131$64,105
SOUTHERN COMPANY$56,718$127,400

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER INVESTMENTS$66,394$0$0
DIVIDENDS RECEIVABLE$455$455

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTSDesc
Amt$72,026Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEB HOSTING$276$0$276
SUPPLIES$105$0$105
POSTAGE$34$0$34
OFFICE EXPENSE$400$200$200
DUES & SUBSCRIPTIONS$256$0$256

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$22,028Amt
Net Investment Income$22,028NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$951$951$0
FEDERAL EXCISE TAX$1,000$0$0

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