AKHOURY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AKHOURY FOUNDATION INC (EIN 22-3417520)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-02
- IRS object ID
- 201821839349100612
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-02T14:47:42-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-06-26 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $268,890 | 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 | $175,250 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,872 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,435 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $197,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,307 | 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 | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,155 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,827 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,827 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,982 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $98,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,593 | CashBOYAmt |
| Cash EOY | $25,568 | CashEOYAmt |
| Cash EOYFMV | $25,568 | CashEOYFMVAmt |
| Corporate Stock BOY | $77,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $82,242 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50,910 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $147,538 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $161,080 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $139,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $234,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $268,890 | 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 | -$447,668 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$352,124 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $234,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $234,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $98,916 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $238,161 | SubtotalAmt |
| Other Decreases | $3,372 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $234,789 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 155 SH APPLE INC | D | 2013-01-04 | 2017-03-01 | $21,419 | $11,703 | $9,716 | $9,716 |
| 30 SH APPLE INC | D | 2013-02-07 | 2017-03-01 | $4,146 | $1,961 | $2,185 | $2,185 |
| 200 SH APPLE INC | D | 2013-02-07 | 2017-07-26 | $30,608 | $13,074 | $17,534 | $17,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,435 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $204,405 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.538392 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,725 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $94,109 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.624010 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,049 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $181,765 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.412890 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $160,137 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $181,637 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.881632 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $183,745 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $322,239 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.570213 | DistributionYr5Rt |
| Total Distribution | 3.027137 | TotalDistributionRt |
| Average Distribution | 0.605427 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $158,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,894 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $352 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,246 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,982 | 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 | $352 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $352 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $352 | 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 | $48 | OverpaymentAmt |
| Applied To ES Tax | $48 | 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 |
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 | $133,456 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $160,802 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $160,802 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $158,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $352 | TotalTaxAmt |
| Distributable Before Adj | $7,568 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,568 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,568 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,982 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $96,982 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $352 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,630 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,568 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $168,209 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $151,665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,277 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,430 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $99,958 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $540,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,982 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,414 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $629,953 | 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 | $168,209 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $461,744 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $151,665 | ExcessFromYear4Amt |
| Excess From Year3 | $66,277 | ExcessFromYear3Amt |
| Excess From Year2 | $54,430 | ExcessFromYear2Amt |
| Excess From Year1 | $99,958 | ExcessFromYear1Amt |
| Excess From Current Year | $89,414 | 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 (48 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 | $3,950 | ||||
| ALL STARS PROJECT | ||||||||||
| 543 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | CHARITABLE BEQUEST | $2,000 | ||||
| ASSOCIATION OF MARIAN HELPERS | ||||||||||
| EDEN HILL | STOCKBRIDGE | MA | 01263 | NONE | CHARITABLE BEQUEST | $70 | ||||
| CALCUTTA KIDS | ||||||||||
| PO BOX 465 | MARLBORO | VT | 05344 | NONE | CHARITABLE BEQUEST | $500 | ||||
| CATHOLIC FAITH APPEAL | ||||||||||
| PO BOX 1958 | VENICE | FL | 34284 | NONE | CHARITABLE BEQUEST | $540 | ||||
| CHILDREN'S HOPE INDIA | ||||||||||
| 7 EDGEMORE DR | SEARINGTOWN | NY | 11507 | NONE | CHARITABLE BEQUEST | $5,000 | ||||
| CHRIST CHILD SOCIETY OF SARASOTA | ||||||||||
| 7318 POINT OF ROCKS | SARASOTA | FL | 34242 | NONE | CHARITABLE BEQUEST | $100 | ||||
| COMMUNITY SOUP KITCHEN AND OUTREACH CENTER | ||||||||||
| 36 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | CHARITABLE BEQUEST | $2,000 | ||||
| CROSS CATHOLIC OUTREACH | ||||||||||
| PO BOX 273908 | BOCA RATON | FL | 334273908 | NONE | CHARITABLE BEQUEST | $1,250 | ||||
| FLORHAM PARK FIRE DEPARTMENT ASSOCIATION | ||||||||||
| 315 BROOKLAKE ROAD | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $100 | ||||
| FRIENDS OF FLORHAM PARK | ||||||||||
| PO BOX 370 | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $200 | ||||
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||||
| PO BOX 369 | AMERICUS | GA | 31709 | NONE | CHARITABLE BEQUEST | $950 | ||||
| HALOS FOR ANGLES INC | ||||||||||
| PO BOX 415 | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $16,950 | ||||
| HOLY FAMILY CHURCH | ||||||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $8,475 | ||||
| HOLY FAMILY SCHOOL | ||||||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $11,850 | ||||
| INTERFAITH FOOD PANTRY | ||||||||||
| PO BOX 250 | MORRIS PLAINS | NJ | 07950 | NONE | CHARITABLE BEQUEST | $1,000 | ||||
| LIFE NET 4 FAMILIES | ||||||||||
| ONE NW 33RD TERRACE | LAUDERHILL | FL | 33311 | NONE | CHARITABLE BEQUEST | $150 | ||||
| LITTLE SISTER OF THE POOR | ||||||||||
| 140 SHEPHERDS LANE 1 | TOTOWA | NJ | 07512 | NONE | CHARITABLE BEQUEST | $100 | ||||
| MADONNA DELL'ARCO ORPHANAGE CO LOUISE ALLOCCA | ||||||||||
| NONE | CHARITABLE BEQUEST | $350 | VIA ARCO 178 MADONNA DELLARCO | NAPOLI | IT | 80043 | ||||
| MARIAN SHRINE OF JOHN BOSCO | ||||||||||
| 174 FILORS LANE | STONY POINT | NY | 10980 | NONE | CHARITABLE BEQUEST | $650 | ||||
| NJ RIGHT TO LIFE | ||||||||||
| 242 OLD BRUNSWICK ROAD | PISCATAWAY | NJ | 08854 | NONE | CHARITABLE BEQUEST | $100 | ||||
| PARALYZED VETERANS OF AMERICA | ||||||||||
| 20 WASHINGTON PLACE | NEWARK | NJ | 07102 | NONE | CHARITABLE BEQUEST | $150 | ||||
| RINGLING COLLEGE OF ART AND DESIGN | ||||||||||
| 2700 N TAMIAMI TRAIL | SARASOTA | FL | 34234 | NONE | CHARITABLE BEQUEST | $5,000 | ||||
| ST JOSPEH'S HOME FOR THE ELDERY | ||||||||||
| 140 SHEPHERDS LANE 1 | TOTOWA | NJ | 07512 | NONE | CHARITABLE BEQUEST | $100 | ||||
| ST MARY STAR OF GUILD | ||||||||||
| 676 EL CENTRO | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $115 | ||||
| ST MARY STAR OF THE SEA CHURCH | ||||||||||
| 4280 GULF OF MEXICO DRIVE | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $4,115 | ||||
| ST MICHAEL CHURCH | ||||||||||
| 408 HEARD BRIDGE ROAD | WACHULA | FL | 33813 | NONE | CHARITABLE BEQUEST | $700 | ||||
| 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 | ||||
| VOCATIONIST FATHERS | ||||||||||
| 90 BROOKLAKE ROAD | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $40 | ||||
| BISHOP ANNUAL APPEAL | ||||||||||
| 77 VALLEY ROAD | CLIFTON | NJ | 07013 | NONE | CHARITABLE BEQUEST | $1,000 | ||||
| OUR LADY OF PERPETUAL HELP RETREAT CENTER | ||||||||||
| 3989 S MOON DRIVE | VENICE | FL | 34292 | NONE | CHARIBABLE BEQUEST | $1,000 | ||||
| JOHN CORE FAMILY RESOURCES | ||||||||||
| 455 WESTERN AVENUE | MORRISTOWN | NJ | 07960 | NONE | CHARITABLE BEQUEST | $2,250 | ||||
| CHILDREN CANCER & BLOOD FOUNDATION | ||||||||||
| 333 E 38TH STREET 830 | NEW YORK | NY | 10016 | NONE | CHARITABLE BEQUEST | $2,500 | ||||
| UF HEALTH CANCER CENTER | ||||||||||
| 2033 NOWRY ROAD | GAINESVILLE | FL | 32610 | NONE | CHARITABLE BEQUEST | $5,000 | ||||
| INCARNATION SCHOOL | ||||||||||
| 2911 BEE RIDGE ROAD | SARASOTA | FL | 34239 | NONE | CHARITABLE BEQUEST | $300 | ||||
| ST PHILLIP & JAMES CATHOLIC CHURCH | ||||||||||
| NONE | CHARITABLE BEQUEST | $900 | WATSON TAYLOR DRIVE | LUCEA HANOVER | JM | |||||
| CATHOLIC CHARITIES OF NY | ||||||||||
| 1011 FIRST AVENUE 11TH FLOOR | NEW YORK | NY | 10022 | NONE | CHARITABLE BEQUEST | $1,500 | ||||
| PS 340 | ||||||||||
| 64 E 17TH STREET | NEW YORK | NY | 10011 | NONE | CHARITABLE BEQUEST | $5,000 | ||||
| COMUNITA CENACALO AMERICA INC | ||||||||||
| 1050 TALLEYRAND AVENUE | JACKSONVILLE | FL | 32206 | NONE | CHARITABLE BEQUEST | $200 | ||||
| CONGRESO DE PARAGUAYOS MIGRANTES | ||||||||||
| 67 LINCOLN AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $1,000 | ||||
| SOUTH CAROLINA AQUARIUM | ||||||||||
| 100 AQUARIUM WHARF | CHARLESTON | SC | 29401 | NONE | CHARITABLE BEQUEST | $500 | ||||
| HOLY FAMILY PANTRY | ||||||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $750 | ||||
| CATHEDRAL OF ST JOHN THE BAPTIST | ||||||||||
| 381 GRAND STREET | PATERSON | NJ | 07505 | NONE | CHARITABLE BEQUEST | $138 | ||||
| FOOD FOR THE POOR | ||||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | CHARITABLE BEQUEST | $1,969 | ||||
| ST JOSEPH CATHOLIC CHURCH | ||||||||||
| 2704 33RD AVENUE | W BRADENTON | FL | 34205 | NONE | CHARITABLE BEQUEST | $100 | ||||
| CATHOLIC RELIEF SERVICES | ||||||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 212013443 | NONE | CHARITABLE BEQUEST | $1,000 | ||||
| FRANCISCAN FRIARS | ||||||||||
| 194 BUTLER STREET | PATERSON | NJ | 07942 | NONE | CHARITABLE BEQUEST | $15 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,827 | 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 | $6,872 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,889 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,761 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,761 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RAVI AKHOURY | |||||||
| 1 | 2251 GULF OF MEXICO DRIVE | LONGBOAT KEY | FL | 34228 | $25,225 | Yes (X) | Yes (X) |
| RAVI AKHOURY | |||||||
| 2 | 2251 GULF OF MEXICO DRIVE | LONGBOAT KEY | FL | 34228 | $150,025 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 140 SHARES FACEBOOK INC. COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $25,225 | FairMarketValueAmt |
| Received | 2017-12-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $36,458 | $57,538 |
| $25,225 | $24,704 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLEARBRIDGE ENERGY MLP FD INC | AT COST | $47,538 | $61,080 |
| AIINGOV INC | AT COST | $50,000 | $50,000 |
| ENGLISH HELPER INC | AT COST | $50,000 | $50,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECLASSIFY NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $3,372 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $30 | $0 | $30 |
| ANNUAL REPORT | $25 | $0 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $13 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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