WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATION (EIN 52-1872190)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-24
- IRS object ID
- 201932789349100503
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-24T12:25:29-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521872190 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6466912998 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6597 NICHOLAS BLVD Room 1903 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM COLLINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2019-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDRE MONTERO | PreparerPersonNm |
| Phone | 7189216229 | PhoneNum |
| Preparation | 2019-09-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.246.98.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-05 | IPDt |
| IP Tm | 22:49:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7E1C33DB40AE6DEC95CF305623CF0057F27C1183 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 33185D170EBF70CFDEAC61BD8F30264B88B71912 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,378,569 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $56,071 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56,071 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,059 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,071,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,059 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,678 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,678 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $228,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,817 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,000 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,403 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $32,459 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,459 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $48,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $548,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $548,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $597,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $548,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$368,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,277 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $97,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $97,692 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $6,547 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,547 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $7,099,613 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,606,106 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,200,730 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $73,600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $73,600 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,153,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,783,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,378,569 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,700 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,152,190 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,783,945 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,152,190 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,783,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,153,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,783,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,152,190 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$368,245 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,783,945 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,783,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HAWTHORN | P | 2018-07-01 | 2018-07-01 | $22,089 | $20,933 | $1,156 | $1,156 |
| HAWTHORN | P | 2017-06-01 | 2018-07-01 | $599,530 | $578,391 | $21,139 | $21,139 |
| MORGAN | P | 2017-06-01 | 2018-07-01 | $207,133 | $194,079 | $13,054 | $13,054 |
| ARCHVIEW | P | 2015-07-01 | 2018-07-01 | $208,246 | $201,000 | $7,246 | $7,246 |
| VITTORIA | P | 2017-06-30 | 2018-07-01 | $17,653 | $17,653 | $17,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,059 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,156 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $521,752 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,523,156 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.069353 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $660,968 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,540,177 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.087659 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $822,360 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,139,573 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.101032 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $463,687 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,589,623 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.053982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $231,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,232,925 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.028070 | DistributionYr5Rt |
| Total Distribution | 000.340096 | TotalDistributionRt |
| Average Distribution | 000.068019 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,919,957 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $538,708 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,800 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $540,508 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $548,200 | 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 | $1,800 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,800 | SubtotalAmt |
| Tax Based On Investment Income | $1,800 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,547 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,547 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $7,547 | OriginalReturnTaxPaidAmt |
| Overpayment | $5,747 | OverpaymentAmt |
| Applied To ES Tax | $5,747 | AppliedToESTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 |
| Individual With Books | WILLIAM COLLINS | IndividualWithBooksNm |
| Phone | 6464359170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6597 NICHOLAS BLVD APT 1903 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM COLLINS | ||||||
| 6597 NICHOLAS BLVD | NAPLES | FL | 34108 | PRESIDENT | 002.00 | $0 |
| LESLEY COLLINS | ||||||
| 6597 NICHOLAS BLVD | NAPLES | FL | 34108 | SECRETARY | 001.00 | $0 |
| BRIAN COLLINS | ||||||
| 420 CLERMONT AVE | BROOKLYN | NY | 11238 | TRUSTEE | 001.00 | $0 |
| JENNIFER COLLINS | ||||||
| 25 NORTH MOORE STREET | NEW YORK | NY | 10013 | TRUSTEE | 001.00 | $0 |
| COURTNEY COLLINS | ||||||
| 88 LEONARD STREET | NEW YORK | NY | 10013 | TRUSTEE | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ONLY ACTIVITY IS TO MAKE CASH CONTRIBUTIONS TO ORGANIZED CHARITIES SEE SCHEDULE FOR PART XV | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,927,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,985 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,800 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,040,565 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,040,565 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,919,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $395,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $395,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,800 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,800 | TotalTaxAmt |
| Distributable Before Adj | $394,198 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $394,198 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $394,198 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $548,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $548,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,800 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $546,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $394,198 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $51,932 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $418,521 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $285,923 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,490 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $903,866 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $548,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $394,198 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $154,002 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,057,868 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,057,868 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,932 | ExcessFromYear4Amt |
| Excess From Year3 | $418,521 | ExcessFromYear3Amt |
| Excess From Year2 | $285,923 | ExcessFromYear2Amt |
| Excess From Year1 | $147,490 | ExcessFromYear1Amt |
| Excess From Current Year | $154,002 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM COLLINS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ARCHBISHOPS ANNUAL APPEAL OF NEWARK | |||||
| 171 CLINTON AVE | NEWARK | NJ | 07104 | CHARITY | $1,000 |
| ASPEN VALLEY HOSPITAL FOUNDATION | |||||
| 0401 CASTLE CREEK RD | ASPEN | CO | 81611 | CHARITY | $100 |
| CARE | |||||
| PO BOX 7039 | MERRIFIELD | VA | 22116 | CHARITY | $500 |
| CATALOG FOR GIVING | |||||
| 1115 BROADWAY | NEW YORK | NY | 10010 | CHARITY | $3,000 |
| CATHOLIC CHARITIES OF NEWARK | |||||
| 590 N 7TH ST | NEWARK | NJ | 07107 | CHARITY | $500 |
| CATHOLIC CHARITIES OF VENICE FLORIDA | |||||
| 1000 PINEBROOK RD | VENICE | FL | 34285 | CHARITY | $500 |
| CATHOLIC CHARITIES OF NEW YORK | |||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | CHARITY | $1,000 |
| CLASSROOM INC | |||||
| 1960 UNIVERSITY AVE | BRONX | NY | 10452 | CHARITY | $2,500 |
| COMMUNITY FOOD BANK OF NJ | |||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | CHARITY | $1,000 |
| DWIGHT ENGLEWOOD SCHOOL | |||||
| 315 PALISADES AVENUE | ENGLEWOOD | NJ | 07531 | CHARITY | $5,000 |
| GUADALUPE CENTER OF NAPLES FLORIDA | |||||
| 509 HOPE CIRCLE | IMMOLCALEE | FL | 34142 | CHARITY | $500 |
| NIAGARA UNIVERSITY | |||||
| LEWISTON ROAD | LEWISTON | NY | 14109 | CHARITY | $1,000 |
| NYU STERN FUND | |||||
| 44 W 4TH STREET | NEW YORK | NY | 10012 | CHARITY | $500 |
| OF HOME FAMILY AND FUTURE | |||||
| 9 EAST 8TH STREET | NEW YORK | NY | 10003 | CHARITY | $1,000 |
| OXFAM AMERICA | |||||
| 226 CAUSEWAY | BOSTON | MA | 02114 | CHARITY | $500 |
| ROBIN HOOD FOUNDATION | |||||
| 111 BROADWAY | NEW YORK | NY | 10006 | CHARITY | $1,000 |
| SALVATION ARMY OF FLORIDA | |||||
| PO BOX 8209 | NAPLES | FL | 34101 | CHARITY | $1,000 |
| ST JOHN'S BREAD AND LIFE | |||||
| 8000 UTOPIA PARKWAY | JAMAICA | NY | 11439 | CHARITY | $100 |
| ST JOHN'S UNIVERSITY | |||||
| 300 HOWARD AVENUE | STATEN ISLAND | NY | 10301 | CHARITY | $20,000 |
| ST JOHN'S UNIVERSITY | |||||
| 8000 UTOPIA PARKWAY | JAMAICA | NY | 11439 | CHARITY | $500,000 |
| ST THERESA'S RC CHURCH | |||||
| 120 MONROE AVENUE | CRESSKILL | NJ | 07626 | CHARITY | $1,000 |
| STRIVE | |||||
| 205 E 122ND STREET | NEW YORK | NY | 10035 | CHARITY | $5,000 |
| USO | |||||
| PO BOX 96860 | WASHINGTON | DC | 20090 | CHARITY | $500 |
| WE ARE LIVING STONES | |||||
| 171 CLIFTON AVENUE | NEWARK | NJ | 07104 | CHARITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $548,200 | TotalGrantOrContriPdDurYrAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $14,000 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Not Required to because the Foundation doesnt accept contributions from the public | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY MANAGED ACCT | $93,184 | $209,613 |
| HAWTHORN MANAGED ACCOUNT | $6,512,922 | $7,991,117 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED PURCHASES | Desc |
| EOY Book Value | $73,600 | EOYBookValueAmt |
| EOYFMV | $73,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $32,432 | $32,432 |
| MISC | $27 | $27 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PASS THROUGH FROM OTHER ENTITIES | $2,952 | $2,952 |
| TAX REFUND AND ADJUSTMENT | $17,547 | $17,547 |
| MISC | $179 | $179 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $1,403 | $1,403 |
| EXCISE TAX | $1,000 | $1,000 |
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