PAUL AND DANA MAGNO FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND DANA MAGNO FAMILY FOUNDATION INC (EIN 27-0755271)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-13
- IRS object ID
- 201913179349100436
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T07:26:59-08:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261541874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maida Mackler LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139A Old Trenton Rd | AddressLine1Txt |
| City | Cranbury | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270755271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Paul and Dana Magno Family Foundatio | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 6098826874 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Parkway Avenue | AddressLine1Txt |
| City | Trenton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dana Magno | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sharon Thorp CPA MBA | PreparerPersonNm |
| PTIN | P00967471 | PTIN |
| Phone | 6094434409 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $522,582 | 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 | $38,125 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,398 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,398 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,398 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,681 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,681 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $62,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,079 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,398 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $451 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $451 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,235 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,235 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,451 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,301 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,844 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,398 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $92,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,631 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $197,401 | CorporateStockBOYAmt |
| Corporate Stock EOY | $195,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $179,098 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,300 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,517 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,988 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $197,813 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $223,788 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $238,865 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $509,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $523,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $522,582 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $509,377 | RetainedEarningBOYAmt |
| Retained Earning EOY | $523,045 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $509,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $523,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $509,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $523,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $509,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,668 | ExcessRevenueOverExpensesAmt |
| Subtotal | $523,045 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $523,045 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .66 Appollo Investment | P | 2013-09-17 | 2018-12-14 | $10 | $16 | -$6 | -$6 |
| 1400 DRIVE SHACK | P | 2015-10-30 | 2018-12-18 | $5,956 | $5,495 | $461 | $461 |
| 1320 DRIVE SHACK | P | 2015-10-30 | 2018-07-24 | $13,321 | $12,707 | $614 | $614 |
| 300 DRIVE SHACK | P | 2016-01-29 | 2018-10-16 | $1,642 | $1,029 | $613 | $613 |
| 100 Cohen & Steers | P | 2017-09-08 | 2018-09-07 | $2,444 | $2,661 | -$217 | -$217 |
| 39 Redwood Trust | P | 2018-03-29 | 2019-12-12 | $660 | $610 | $50 | $50 |
| 200 Cohen & Steers | P | 2017-08-11 | 2018-09-07 | $4,889 | $5,245 | -$356 | -$356 |
| 712 Redwood Trust | P | 2017-07-20 | 2018-09-07 | $12,071 | $9,646 | $2,425 | $2,425 |
| 100 UBS L/T covered | P | 2017-08-24 | 2019-02-19 | $28,831 | $22,587 | $6,244 | $6,244 |
| 37 Calamos Strategic Total | P | 2018-06-20 | 2019-03-25 | $452 | $453 | -$1 | -$1 |
| 819 UBS L/T covered | P | 2017-11-15 | 2019-03-25 | $11,375 | $11,322 | $53 | $53 |
| UBS S/T Covered | P | 2018-12-13 | 2019-06-05 | $1,083 | $1,110 | -$27 | -$27 |
| UBS L/T covered | P | 2016-12-13 | 2019-06-05 | $13,332 | $12,504 | $828 | $828 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,681 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$245 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,110 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $493,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08125 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,327 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $449,470 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.12309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,334 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $373,154 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08933 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,180 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $396,721 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04835 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,950 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $315,602 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03470 | DistributionYr5Rt |
| Total Distribution | 0.376715 | TotalDistributionRt |
| Average Distribution | 0.075343 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $506,874 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,189 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $188 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,377 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,301 | 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 | $188 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $188 | SubtotalAmt |
| Tax Based On Investment Income | $188 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $188 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dana L Magno | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6098826874 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Parkway Ave | AddressLine1Txt |
| City | Ewing | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08618 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Dana Magno | ||||||
| 855 Parkway Avenue | Ewing | NJ | 08618 | Trustee | 0.00 | $0 |
| Paul J Magno | ||||||
| 855 Parkway Avenue | Ewing | NJ | 08618 | Trustee | 0.00 | $0 |
| James Maida | ||||||
| 855 Parkway Avenue | Ewing | NJ | 08618 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $475,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $514,593 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $514,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,719 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $506,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $188 | TotalTaxAmt |
| Distributable Before Adj | $25,156 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,156 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,156 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,301 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,301 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $188 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,113 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,156 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $15,094 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,321 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,876 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,291 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,301 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,156 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,145 | RemainingDistriFromCorpusAmt |
| Total Corpus | $82,436 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $82,436 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $15,094 | ExcessFromYear3Amt |
| Excess From Year2 | $33,321 | ExcessFromYear2Amt |
| Excess From Year1 | $15,876 | ExcessFromYear1Amt |
| Excess From Current Year | $18,145 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dana Magno | ContributingManagerNm |
| Contributing Manager | Paul J Magno | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Memorial Sloan Kettering Cancer Cen | |||||||
| 1275 York Ave | New York | NY | 10065 | None | Public | Medical Research | $2,000 |
| University Of Miami | |||||||
| College Road | Coral Gables | FL | 33124 | None | Public | Education | $10,000 |
| Lavalette First Aid | |||||||
| PO 334 | Lavallette | NJ | 08735 | None | Public | Community | $1,000 |
| St Judes Children's Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | Public | Research-Cancer | $1,000 |
| Sailing Foundation of New York | |||||||
| PO box 1736 | Wallingford | CT | 06492 | None | Public | Community | $1,000 |
| Yampa River Botanical Park | |||||||
| PO Box 776269 | Steamboat Springs | CO | 80477 | None | Public | Community | $500 |
| Save Barnegat Bay | |||||||
| 906B Grand Central Ave | Lavellete | NJ | 08735 | None | Public | Community | $500 |
| LAVALLETTE PBA | |||||||
| PO BOX 372 | LAVALLETTE | NJ | 08735 | None | PUBLIC | COMMUNITY | $1,000 |
| NORTHERN OCEAN HABITAT FOR HUMANITY | |||||||
| 1214 NJ 37 | TOMS RIVER | NJ | 08753 | None | PUBLIC | COMMUNITY | $10,000 |
| RUTGERS CANCER INSTITUTE | |||||||
| 195 LITTLE ALBANY ST | NEW BRUNSWICK | NJ | 08901 | None | PUBLIC | COMMUNITY | $1,000 |
| US SAILING | |||||||
| 1 Roger Williams Way | Bristol | RI | 02809 | None | Public | Educational | $5,000 |
| VIRGINIA TECH | |||||||
| 800 Washington Street SW Suite 150 | Blackburg | VA | 24061 | None | Public | Education | $4,000 |
| Skiff Sailing Foundation | |||||||
| 933 Polk Street | Albany | CA | 94706 | None | Public | Community | $2,500 |
| Hope Sheds Light | |||||||
| 253 Chestnut Street | Toms River | NJ | 08753 | None | Public | Community | $1,000 |
| Fulfill Foodbank NJ | |||||||
| 3300 NJ-66 | Neptune | NJ | 07753 | PUBLIC | Community | $350 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,398 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,681 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,398 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,681 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,079 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Paul and Dana Magno | ||||||
| 1 | 855 Parkway Avenue | Ewing | NJ | 08618 | $14,570 | Yes (X) |
| Paul and Dana Magno | ||||||
| 2 | 855 Parkway Avenue | Ewing | NJ | 08618 | $23,555 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 shares Energy Transfer LP | $14,570 | 2018-12-12 |
| 2 | 1000 shares Enterprise Products Partners | $23,555 | 2018-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $46,517 | EOYBookValueAmt |
| EOYFMV | $46,988 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $195,109 | EOYBookValueAmt |
| EOYFMV | $179,098 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Interest | AT COST | ||
| Equities Closed End Funds | AT COST | $13,727 | $12,016 |
| Equities - Mutual Funds | AT COST | $34,231 | $28,999 |
| Fixed Income Mutual Funds | AT COST | $36,772 | $35,431 |
| Other- Nontrad Mutual Funds | AT COST | $11,245 | $11,569 |
| Fixed Income Closed Funds | AT COST | $7,858 | $7,722 |
| OTHER MUTUAL FUNDS | AT COST | $9,764 | $25,868 |
| Fixed income - Preferred Securities | AT COST | $102,417 | $100,364 |
| Other closed funds | AT COST | $7,774 | $16,896 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Fees | Desc |
| Revenue And Expenses Per Books | $5,235 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,235 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL TAXES | $449 | $449 |
| Foreign Taxes | $2 | $2 |
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