CRUZ FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CRUZ FAMILY FOUNDATION INC (EIN 45-4089937)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201801359349102630
Schema version
2017v2.2
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)
Return2018-05-15T13:04:12-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221732349PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WISS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1354 EISENHOWER PARKWAYAddressLine1Txt
CityLIVINGSTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07039ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454089937EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CRUZ FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRUZBusinessNameControlTxt
Phone9172927145PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1126 WEST 95TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD CRUZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9172927145PhoneNum
Signature2018-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN REINGOLDPreparerPersonNm
PTINP00633802PTIN
Phone9739949400PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,503,042FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$34,746DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,746DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$224,355NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$586,119GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$224,355CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$259,101TotalRevAndExpnssAmt
Total Net Invst Incm$259,101TotalNetInvstIncmAmt
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$3,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,260OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,630OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,630OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$732TaxesRevAndExpnssAmt
Taxes Net Invst Incm$732TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$880OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$880OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,122TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,492TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,630TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$217,976ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$217,976ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$234,098TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,492TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$223,606TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$25,003ExcessRevenueOverExpensesAmt
Net Investment Income$248,609NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$166,917CashBOYAmt
Cash EOY$24,810CashEOYAmt
Cash EOYFMV$24,810CashEOYFMVAmt
Corporate Stock BOY$3,030,625CorporateStockBOYAmt
Corporate Stock EOY$3,167,789CorporateStockEOYAmt
Corporate Stock EOYFMV$3,448,172CorporateStockEOYFMVAmt
Mortgage Loans BOY$0MortgageLoansBOYAmt
Mortgage Loans EOY$30,000MortgageLoansEOYAmt
Mortgage Loans EOYFMV$30,060MortgageLoansEOYFMVAmt
Total Assets BOY$3,197,542TotalAssetsBOYAmt
Total Assets EOY$3,222,599TotalAssetsEOYAmt
Total Assets EOYFMV$3,503,042TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,197,542RetainedEarningBOYAmt
Retained Earning EOY$3,222,599RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,197,542TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,222,599TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,197,542TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,222,599TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,197,542TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$25,003ExcessRevenueOverExpensesAmt
Other Increases$54OtherIncreasesAmt
Subtotal$3,222,599SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,222,599TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BBH SHORT TERMP2017-01-252017-12-07$35,000$28,696$6,304$6,304
BBH LONG TERMP2015-03-122017-01-25$75,000$75,684-$684-$684
BBH LONG TERMP1989-01-012017-01-25$11,011$1,675$9,336$9,336
BBH LONG TERMP2015-11-182017-12-31$255,000$250,012$4,988$4,988
BBH LONG TERMP2013-02-222017-12-07$5,000$5,697-$697-$697
CAPITAL GAINS DIVIDENDSP$205,108$205,108$205,108
FieldValueIRS element (for citing)
Capital Gain Net Income$224,355CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$159,883AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,197,778NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049998DistributionYr1Rt
Adjusted Qlfy Distri Yr2$68,192AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,169,817NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031428DistributionYr2Rt
Adjusted Qlfy Distri Yr3$35,986AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,143,328NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.031475DistributionYr3Rt
Adjusted Qlfy Distri Yr4$45,272AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,078,791NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041965DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,550AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$880,481NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.006303DistributionYr5Rt
Total Distribution0.161169TotalDistributionRt
Average Distribution0.032234AverageDistributionRt
Net Vl Noncharitable Assets$3,333,066NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$107,438AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,486NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$109,924AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$223,606QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,486InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,486SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,486TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$727EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$727TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$7EsPenaltyAmt
Tax Due$1,766TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNOT AVAILABLEWebsiteAddressTxt
Individual With BooksSUSAN CRUZ BARKEYIndividualWithBooksNm
Phone9172927145PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1126 WEST 95TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHARON CRUZ
126 WEST 95TH STREETNEW YORKNY10025PRESIDENT0.00$0$0$0
SUSAN CRUZ BARKEY
126 WEST 95TH STREETNEW YORKNY10025VICE PRESIDENT0.00$0$0$0
ROBIN CRUZ MCCLEARN
126 WEST 95TH STREETNEW YORKNY10025SECRETARY/TREASURER0.00$0$0$0
KELLY CRUZ MCCULLERS
126 WEST 95TH STREETNEW YORKNY10025FOUNDATION MANAGER0.00$0$0$0
JEFFREY CRUZ
126 WEST 95TH STREETNEW YORKNY10025FOUNDATION MANAGER0.00$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$3,287,958AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$95,865AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,383,823TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,383,823AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,757CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,333,066NetVlNoncharitableAssetsAmt
Minimum Investment Return$166,653MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$166,653MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,486TaxBasedOnInvestmentIncomeAmt
Total Tax$2,486TotalTaxAmt
Distributable Before Adj$164,167DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$164,167DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$164,167DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$223,606ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$223,606QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,486PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$221,120AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$164,167DistributableAsAdjustedAmt
Undistributed Income PY$64,167UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$223,606QualifyingDistributionsAmt
Applied To Year1$64,167AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$159,439AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,728UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHARON CRUZContributingManagerNm
Contributing ManagerSUSAN CRUZ BARKEYContributingManagerNm
Contributing ManagerROBIN CRUZ MCCLEARNContributingManagerNm
Contributing ManagerKELLY CRUZ MCCULLERSContributingManagerNm
Contributing ManagerJEFFREY CRUZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
180 TURNING LIVES AROUND
1 BETHANY ROADHAZLETNJ07730PUBLICDONATION$5,000
NEW JERSEY PERFORMING ARTS CENTER
1 CENTER STREETNEWARKNJ07102PUBLICDONATION$7,500
TRUST FOR PUBLIC LAND
20 COMMUNITY PLACEMORRISTOWNNJ07960PUBLICPARKS FOR PEOPLE$50,000
WESTOVER SCHOOL
1237 WHITTEMORE ROADMIDDLEBURYCT06762PUBLICPROVIDE EDUCATIONAL PROGRAMS$25,000
AMERICA FOUNDATION FOR SUICIDE PREVENTION
120 WALL STREET 29TH FLOORNEW YORKNY10005PUBLICDONATION$5,000
BLAIR ACADEMY
2 PARK STBLAIRSTOWNNJ07825PUBLICDONATION$2,625
BOCA GRANDE HEALTH CLINIC
PO BOX 2340BOCA GRANDEFL33921PUBLICDONATION$10,000
BOCA GRANDE WOMENS CLUB
PO BOX 65BOCA GRANDEFL33921PUBLICDONATION$5,750
BROADWAY MALL ASSOCIATION
2095 BROADWAY SUITE 403NEW YORKNY10023PUBLICDONATION$3,500
CALHOUN SCHOOL
433 W END AVENEW YORKNY10024PUBLICDONATION$10,000
CENTRAL PARK CONSERVANCY
14 E 60TH ST 8TH FLOORNEW YORKNY10022PUBLICDONATION$11,000
DC STODDERT SOCCER CLUB
4620 WISCONSIN AVE NW NO AWASHINGTONDC20016PUBLICDONATION$5,000
DONORS CHOOSE
134 W 37TH ST FLOOR 11NEW YORKNY10018PUBLICDONATION$5,042
ELON UNIVERSITY
PO 398 100 CAMPUS BOXELONNC27244PUBLICDONATION$1,637
GROUNDS FOR SCULPTURE
80 SCULPTORS WAYHAMILTONNJ08619PUBLICDONATION$4,500
HORIZONS AT RCDS
120 POST ROAD WEST SUITE 202WESTPORTCT06880PUBLICDONATION$2,500
JOHANN FUST LIBRARY FOUNDATION
PO BOX 309BOCA GRANDEFL33921PUBLICDONATION$5,250
LUNCH BREAK
PO BOX 2215RED BANKNJ07701PUBLICDONATION$2,500
MIDDLEBURY COLLEGE
700 EXCHANGE STREETMIDDLEBURYVT05753PUBLICDONATION$10,000
NJ SEEDS
494 BROAD STREET SUITE 105NEWARKNJ07102PUBLICDONATION$1,500
PEDDIE SCHOOL
201 S MAIN STHIGHTSTOWNNJ08520PUBLICDONATION$5,000
RUMSON COUNTRY DAY SCHOOL
35 BELLEVUE AVERUMSONNJ07760PUBLICDONATION$1,500
SPECIAL STRIDES STEVE WERTHAN MEM FUND
118 FEDERAL RDMONROENJ08831PUBLICDONATION$10,000
ST JOHNS FEED THE HUNGRY (NEWARK NJ)
871 MCCARTER HWYNEWARKNJ07102PUBLICDONATION$5,000
THE ISLAND SCHOOL FOUNDATION
PO BOX 1505BOCA GRANDEFL33921PUBLICDONATION$10,600
VILLANOVA UNIVERSITY
800 E LANCASTER AVEVILLANOVAPA19085PUBLICDONATION$2,572
VISITING NURSE ASSOC SEASONS OF HOPE
23 MAIN STREET SUITE D1HOLMDELNJ07733PUBLICDONATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$217,976TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,746ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$224,355ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$259,101ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$259,101TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,250Amt
Net Investment Income$3,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHIS FOUNDATION HAS NO STATE REPORTING REQUIREMENTSExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BBH CORE SELECT CL N$905,660$964,468
LONGLEAF PARTNERS SMALL CAP FD$149,163$147,719
BBH INTERNATIONAL EQUITY FUND$467,120$515,946
BBH LIMITED DURATION FUND$740,202$744,003
DODGE & COX INCOME FUND$60,000$59,718
AKRE FOCUS FUND - SUPRA INST$288,377$404,382
ALPS SERIES TRUST CLARKSON PARTNERS FUND FOUNDERS CL$184,926$231,332
BBH US GOVT MONEY MARKET FUND$232,341$232,341
GQG PART EMERG MKTS EQ-INST$140,000$148,263

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SERVICE FEES$30$30$0
OTHER COSTS$850$850$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$54Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBBHCategoryTxt
Amt$11,260Amt
Net Investment Income$5,630NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,630DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEDWARD CRUZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1463AddressLine1Txt
CityBOCA GRANDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33921ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$732Amt
Net Investment Income$732NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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