AKHOURY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AKHOURY FOUNDATION INC (EIN 22-3417520)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-29
- IRS object ID
- 201922109349101032
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-29T16:10:28-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223453068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAFFEI MASIELLO & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 210 | AddressLine1Txt |
| City | MENDHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079450210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223417520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKHOURY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AKHO | BusinessNameControlTxt |
| Phone | 9733772315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2251 GULF OF MEXICO DRIVE NO 304 | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAVINDRANATH AKHOURY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9733772315 | PhoneNum |
| Signature | 2019-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN R MAFFEI CPA | PreparerPersonNm |
| PTIN | P00292851 | PTIN |
| Phone | 9735436055 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.187.47.14 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-05 | IPDt |
| IP Tm | 11:06:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 046925A55D5614705165812527D1BD92A2C647B5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D7DE337C7F96E4EF5BDB93ACF22E18CFE81F5B20 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $148,017 | 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 | $2,650 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,040 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,967 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,849 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,090 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,657 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,130 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,325 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $2,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,830 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,830 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,480 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$96,823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,805 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,568 | CashBOYAmt |
| Cash EOY | $16,627 | CashEOYAmt |
| Cash EOYFMV | $16,627 | CashEOYFMVAmt |
| Corporate Stock BOY | $61,683 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,339 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,390 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $147,538 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $234,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $148,017 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $586,913 | CapitalStockBOYAmt |
| Capital Stock EOY | $586,913 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$352,124 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$448,947 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $234,789 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $137,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $234,789 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $137,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $234,789 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$96,823 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $137,966 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $137,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 141 SH APPLE INC | P | 2013-01-04 | 2018-01-22 | $24,941 | $9,217 | $15,724 | $15,724 |
| 1400 SH CLEARBRIDGE ENERGY | P | 2016-01-29 | 2018-03-14 | $19,929 | $16,645 | $3,284 | $3,284 |
| 2600 SH CLEARBRIDGE ENERGY | P | 2016-01-29 | 2018-05-01 | $36,004 | $30,893 | $5,111 | $5,111 |
| 140 SH FACEBOOK INC | P | 2015-07-08 | 2018-11-27 | $18,975 | $12,004 | $6,971 | $6,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,090 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,630 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $158,390 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.610076 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $110,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $204,405 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.538392 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $58,725 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $94,109 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.624010 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,049 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $181,765 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.412890 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $160,137 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $181,637 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.881632 | DistributionYr5Rt |
| Total Distribution | 3.067000 | TotalDistributionRt |
| Average Distribution | 0.613400 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $100,753 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,802 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $318 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $112,155 | 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 | $318 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $318 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $82 | OverpaymentAmt |
| Applied To ES Tax | $82 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 |
| Individual With Books | RAVI AKHOURY | IndividualWithBooksNm |
| Phone | 9733772315 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2251 GULF OF MEXICO DRIVE APT 304 | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RAVI AKHOURY | ||||||||
| 2251 GULF OF MEXICO DRIVE APT 304 | LONGBOAT KEY | FL | 34228 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| VIRGINIA AKHOURY | ||||||||
| 2251 GULF OF MEXICO DRIVE APT 304 | LONGBOAT KEY | FL | 34228 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PRIYA JOY AKHOURY | ||||||||
| 6 PINE VALLEY WAY | FLORHAM PARK | NJ | 07932 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $78,487 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,287 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,038 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $318 | TotalTaxAmt |
| Distributable Before Adj | $4,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,720 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $112,155 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $318 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $111,837 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $151,665 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,277 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,430 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,958 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,414 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $461,744 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $107,435 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $569,179 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $151,665 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $417,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,277 | ExcessFromYear4Amt |
| Excess From Year3 | $54,430 | ExcessFromYear3Amt |
| Excess From Year2 | $99,958 | ExcessFromYear2Amt |
| Excess From Year1 | $89,414 | ExcessFromYear1Amt |
| Excess From Current Year | $107,435 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAVI AKHOURY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK | ||||||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | NONE | CHARITABLE BEQUEST | $1,000 | ||||
| ALL STARS PROJECT | ||||||||||
| 543 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | CHARITABLE BEQUEST | $2,000 | ||||
| AMERICA INDIA FOUNDATION | ||||||||||
| 216 E 45TH ST 7TH FLOOR | NEW YORK | NY | 10017 | NONE | CHARITABLE BEQUEST | $12,500 | ||||
| ASSOCIATION OF MARIAN HELPERS | ||||||||||
| EDEN HILL | STOCKBRIDGE | MA | 01263 | NONE | CHARITABLE BEQUEST | $37 | ||||
| ASSOCIATION OF ST LAWRENCE | ||||||||||
| 1050 TALLEYRAND AVENUE | JACKSONVILLE | FL | 32206 | NONE | CHARITABLE BEQUEST | $400 | ||||
| BISHOP ANNUAL APPEAL | ||||||||||
| 77 VALLEY ROAD | CLIFTON | NJ | 07013 | NONE | CHARITABLE BEQUEST | $1,000 | ||||
| CALCUTTA KIDS | ||||||||||
| PO BOX 465 | MARLBORO | VT | 05344 | NONE | CHARITABLE BEQUEST | $2,000 | ||||
| CATHEDRAL OF ST JOHN THE BAPTIST | ||||||||||
| 381 GRAND STREET | PATERSON | NJ | 07505 | NONE | CHARITABLE BEQUEST | $31 | ||||
| CATHOLIC FAITH APPEAL | ||||||||||
| PO BOX 1958 | VENICE | FL | 34284 | NONE | CHARITABLE BEQUEST | $500 | ||||
| COMMUNITY SOUP KITCHEN AND OUTREACH CENTER | ||||||||||
| 36 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | CHARITABLE BEQUEST | $1,100 | ||||
| CROSS CATHOLIC OUTREACH | ||||||||||
| PO BOX 273908 | BOCA RATON | FL | 334273908 | NONE | CHARITABLE BEQUEST | $500 | ||||
| DISABLED AMERICAN VETERANS | ||||||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | NONE | CHARITABLE BEQUEST | $50 | ||||
| FLORHAM PARK MEMORIAL FIRST AID SQUAD | ||||||||||
| 60 FELCH ROAD | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $100 | ||||
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||||
| PO BOX 369 | AMERICUS | GA | 31709 | NONE | CHARITABLE BEQUEST | $750 | ||||
| HALOS FOR ANGLES INC | ||||||||||
| PO BOX 415 | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $4,000 | ||||
| HOLY FAMILY CHURCH | ||||||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $18,070 | ||||
| HOLY FAMILY SCHOOL | ||||||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $8,250 | ||||
| JOHN CORR FAMILY RESOURCES | ||||||||||
| 455 WESTERN AVENUE | MORRISTOWN | NJ | 07960 | NONE | CHARITABLE BEQUEST | $400 | ||||
| LIFE NET 4 FAMILIES | ||||||||||
| ONE NW 33RD TERRACE | LAUDERHILL | FL | 33311 | NONE | CHARITABLE BEQUEST | $300 | ||||
| LITTLE SISTER OF THE POOR | ||||||||||
| 140 SHEPHERDS LANE 1 | TOTOWA | NJ | 07512 | NONE | CHARITABLE BEQUEST | $300 | ||||
| MADONNA DELL'ARCO ORPHANAGE CO LOUISE ALLOCCA | ||||||||||
| NONE | CHARITABLE BEQUEST | $400 | VIA ARCO 178 MADONNA DELLARCO | NAPOLI | IT | 80043 | ||||
| MARIAN FATHERS OF IMMACUTE CONCEPTION | ||||||||||
| 2 PROSPECT HILL ROAD | STOCKBRIDGE | MA | 01262 | NONE | CHARITABLE BEQUEST | $200 | ||||
| MARY QUEEN OF ALL NATIONS MISSIONARY ALLIANCE | ||||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | CHARITABLE BEQUEST | $1,000 | ||||
| MOUTH AND FOOT PAINTING ARTISTS | ||||||||||
| 2070 PEACHTREE INDUSTRIAL COURT | ATLANTA | GA | 30341 | NONE | CHARITABLE BEQUEST | $100 | ||||
| NITYA SEVA USA | ||||||||||
| 25 GEMINI LANE | MANALAPAN | NJ | 07726 | NONE | CHARITABLE BEQUEST | $500 | ||||
| OUR LADY OF PERPETUAL HELP RETREAT CENTER | ||||||||||
| 3989 S MOON DRIVE | VENICE | FL | 34292 | NONE | CHARIBABLE BEQUEST | $950 | ||||
| OUR LADY'S ROSARY MAKERS | ||||||||||
| 4611 POPLAR LEVEL ROAD | LOUISVILLE | KY | 40205 | NONE | CHARITABLE BEQUEST | $25 | ||||
| PARALYZED VETERANS OF AMERICA | ||||||||||
| 20 WASHINGTON PLACE | NEWARK | NJ | 07102 | NONE | CHARITABLE BEQUEST | $150 | ||||
| RELIGIOUS TEACHERS FILLIPPI | ||||||||||
| 455 WESTERN AVENUE | MORRISTOWN | NJ | 07960 | NONE | CHARITABLE BEQUEST | $2,000 | ||||
| SACRED HEART PARISH | ||||||||||
| 4 RICHARDS AVENUE | DOVER | NJ | 07801 | NONE | CHARITABLE BEQUEST | $1,030 | ||||
| SAINT PETER'S ORPHANAGE | ||||||||||
| 170 DIAMOND SPRING ROAD | DENVILLE | NJ | 07834 | NONE | CHARITABLE BEQUEST | $400 | ||||
| ST MARTHA'S CATHOLIC SCHOOL | ||||||||||
| 4380 FRUITVILLE ROAD | SARASOTA | FL | 34232 | NONE | CHARITABLE BEQUEST | $100 | ||||
| ST MARY STAR OF GUILD | ||||||||||
| 676 EL CENTRO | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $180 | ||||
| ST MARY STAR OF THE SEA CHURCH | ||||||||||
| 4280 GULF OF MEXICO DRIVE | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $3,590 | ||||
| ST JOHN'S CHURCH | ||||||||||
| 22 MULBERRY STREET | NEWARK | NJ | 07102 | NONE | CHARITABLE BEQUEST | $1,200 | ||||
| STILLPOINT HOUSE OF PRAYER | ||||||||||
| PO BOX 619 | BRADENTON | FL | 34206 | NONE | CHARITABLE BEQUEST | $200 | ||||
| STUDENT PARTNER ALLIANCE | ||||||||||
| 561 SPRINGFIELD AVE | SUMMIT | NJ | 07901 | NONE | CHARITABLE BEQUEST | $4,000 | ||||
| THIRTEENWNET | ||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | CHARITABLE BEQUEST | $150 | ||||
| UF HEALTH CANCER CENTER | ||||||||||
| 2033 MOWRY ROAD | GAINESVILLE | FL | 32610 | NONE | CHARITABLE BEQUEST | $6,469 | ||||
| VOCATIONIST FATHERS | ||||||||||
| 90 BROOKLAKE ROAD | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $50 | ||||
| INDIAN AMERICAN IMPACT PROJECT | ||||||||||
| PO BOX 83455 | GAITHERSBURG | MD | 20883 | NONE | CHARITABLE BEQUEST | $25,000 | ||||
| MAGNIFICAT FOUNDATION | ||||||||||
| PO BOX 845 | YONKERS | NY | 10702 | NONE | CHARITABLE BEQUEST | $25 | ||||
| BETHESDA HOUSE OF CATHOLIC CHARITIES | ||||||||||
| 1670 FOURTH STREET | SARASOTA | FL | 34236 | NONE | CHARITABLE BEQUEST | $1,500 | ||||
| INCARNATION CATHOLIC CHURCH | ||||||||||
| 2901 BEE RIDGE ROAD | SARASOTA | FL | 34239 | NONE | CHARITABLE BEQUEST | $50 | ||||
| FLORHAM PARK POLICE DEPARTMENT | ||||||||||
| 111 RIDGEDALE AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $100 | ||||
| LONGBOAT KEY EDUCATION CENTER | ||||||||||
| 5370 GULF OF MEXICO DR 212 | LONGBOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $100 | ||||
| RUBIN MUSEUM OF ART | ||||||||||
| 150 W 17TH STREET | NEW YORK | NY | 10011 | NONE | CHARITABLE BEQUEST | $708 | ||||
| DIOCESE OF VENICE IN FLORIDA | ||||||||||
| 1000 PINEBROOK ROAD | VENICE | FL | 34285 | NONE | CHARITABLE BEQUEST | $40 | ||||
| HOINA - HOMES FOR BOYS & GIRLS INDIA | ||||||||||
| PO BOX 636 | BROWNSTOWN | PA | 17508 | NONE | CHARITABLE BEQUEST | $500 | ||||
| CLIMB FOR CANCER FOUNDATION | ||||||||||
| 5745 SW 75TH STREET 317 | GAINSVILLE | FL | 32608 | NONE | CHARITABLE BEQUEST | $1,000 | ||||
| NAMI MORRIS COUNTY | ||||||||||
| PO BOX 260 | EAST HANOVER | NJ | 07936 | NONE | CHARITABLE BEQUEST | $1,000 | ||||
| SPECIAL OLYMPICS | ||||||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | CHARITABLE BEQUEST | $2,500 | ||||
| PRO LIFE ACTION COALITION | ||||||||||
| 6160N CICERO AVE STE 600 | CHICAGO | IL | 60646 | NONE | CHARITABLE BEQUEST | $75 | ||||
| CONGRESS EN LAS ESTADOS | ||||||||||
| 67 LINCOLN AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $1,500 | ||||
| SAINT PAUL'S OUTREACH | ||||||||||
| 5814 BLACKSHIRE PATH | INVER GROVE HEIGHTS | MN | 55076 | NONE | CHARITABLE BEQUEST | $200 | ||||
| ST MARY STAR OF THE SEA CHURCH - MENS CLUB | ||||||||||
| 4280 GULF OF MEXICO DRIVE | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $450 | ||||
| ST JOSEPH'S SCHOOL | ||||||||||
| 2990 26TH ST W | BRADENTON | FL | 34205 | NONE | CHARITABLE BEQUEST | $100 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,830 | 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 | $2,040 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,967 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,007 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,007 | 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 FEES | CategoryTxt |
| Amt | $2,650 | Amt |
| Net Investment Income | $1,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,325 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | APPLE INC | StockNm |
| EOY Book Value | $21,339 | EOYBookValueAmt |
| EOYFMV | $31,390 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AIINGOV INC | AT COST | $50,000 | $50,000 |
| ENGLISH HELPER INC | AT COST | $50,000 | $50,000 |
Comments