BETA

THE COTE FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE COTE FAMILY FOUNDATION (EIN 04-6980644)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201921349349100942
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-14T09:19:30-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201689274PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line165 HARRISTOWN ROADAddressLine1Txt
CityGLEN ROCKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07452ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046980644EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS COTEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9733051500PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND BABINSKIPreparerPersonNm
PTINP01316149PTIN
Phone2016120015PhoneNum
Preparation2019-05-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.170.93.226IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm10:12:57IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3155189C143B364066EDA9A0CF01AA9AC3613205AtSubmissionCreationDeviceId
At Submission Filing Device Id3155189C143B364066EDA9A0CF01AA9AC3613205AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,755FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$144DividendsRevAndExpnssAmt
Dividends Net Invst Incm$144DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,375NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,468GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,697CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,570TotalRevAndExpnssAmt
Total Net Invst Incm$2,862TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$450AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$44TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$354OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$228OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,298TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$678TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,942ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,942ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,240TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$678TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,942TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,670ExcessRevenueOverExpensesAmt
Net Investment Income$2,184NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,718SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,100SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,100SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,951CorporateStockBOYAmt
Corporate Stock EOY$3,859CorporateStockEOYAmt
Corporate Stock EOYFMV$5,655CorporateStockEOYFMVAmt
Total Assets BOY$11,669TotalAssetsBOYAmt
Total Assets EOY$8,959TotalAssetsEOYAmt
Total Assets EOYFMV$10,755TotalAssetsEOYFMVAmt
Other Liabilities BOY$84OtherLiabilitiesBOYAmt
Other Liabilities EOY$44OtherLiabilitiesEOYAmt
Total Liabilities BOY$84TotalLiabilitiesBOYAmt
Total Liabilities EOY$44TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$11,585UnrestrictedBOYAmt
Unrestricted EOY$8,915UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$11,585TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,915TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,669TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,959TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,585TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,670ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,915SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,915TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
4 SH UNITEDHEALTH GUP2012-12-192018-05-14$964$220$744$744
10 SH UNITEDHEALTH GRP2012-12-192018-05-27$2,504$551$1,953$1,953
FieldValueIRS element (for citing)
Capital Gain Net Income$2,697CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,795AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,261NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.171884DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,060AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,129NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.335196DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,090AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,322NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.331927DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,410AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$18,571NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.345162DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,095AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$25,840NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.274574DistributionYr5Rt
Total Distribution1.458743TotalDistributionRt
Average Distribution0.291749AverageDistributionRt
Net Vl Noncharitable Assets$13,841NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,038AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$22NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,060AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,942QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$44InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$44SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$44TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$44TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS COTEIndividualWithBooksNm
Phone9733051500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line155 LANE ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07004ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS COTE
PO BOX 774MORRISTOWNNJ07963TRUSTEE0.00$0$0$0
FRANCES COTE
PO BOX 774MORRISTOWNNJ07963TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,970AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,082AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,052TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,052AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$211CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,841NetVlNoncharitableAssetsAmt
Minimum Investment Return$692MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$692MinimumInvestmentReturnAmt
Tax Based On Investment Income$44TaxBasedOnInvestmentIncomeAmt
Total Tax$44TotalTaxAmt
Distributable Before Adj$648DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$648DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$648DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,942ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,942QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,942AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$648DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,866ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,540ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,531ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,605ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,066ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,608TotalExcessDistributionCyovAmt
Qualifying Distributions$2,942QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$648AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,294RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$21,902TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,866ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$16,036ExcessDistriCyovToNextYrAmt
Excess From Year4$5,540ExcessFromYear4Amt
Excess From Year3$3,531ExcessFromYear3Amt
Excess From Year2$2,605ExcessFromYear2Amt
Excess From Year1$2,066ExcessFromYear1Amt
Excess From Current Year$2,294ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GENL SERV BOARD OF AA INC
475 RIVERSIDE DRNEW YORKNY10115NONESOCIAL SERVICESUNRESTRICTED$250
CHEERFUL HEART MISSION
794 W SHORE RDKINNELONNJ07405NONESOCIAL SERVICESUNRESTRICTED$500
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONEMEDICAL SERVICESUNRESTRICTED$100
NY HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024NONEEDUCATIONALUNRESTRICTED$310
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONEARTSUNRESTRICTED$210
SONGWRITING WITH SOLDIERS
901 S MOPAC EXPRWY SUITE 225AUSTINTX78746NONESOCIAL SERVICESUNRESTRICTED$250
THE STEPPING STONES FOUNDATION
62 OAK ROADKATONAHNY10536NONEEDUCATIONALUNRESTRICTED$350
VARIOUS OTHER EACH
LESS THAN 201BUTLERNJ07405NONEREL/SCI/CIVUNRESTRICTED$972
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,942TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$144ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,375ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,540ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,540TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CITIGROUP INC$2,215$2,915
UNITEDHEALTH GROUP INC$1,644$2,740

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$228$228$0
NJ FILING FEE$30$0$0
OFIICE EXPENSE$96$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
BOY Book Value$84BOYBookValueAmt
EOY Book Value$44EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$44Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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