THE PICK FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE PICK FOUNDATION INC (EIN 22-3330457)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-03-14
- IRS object ID
- 201820739349100417
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-14T15:22:59-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221914497 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Olsen & Thompson PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 970 Mount Kemble Ave | AddressLine1Txt |
| City | Morristown | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223330457 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PICK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PICK | BusinessNameControlTxt |
| Phone | 9082211695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 POST KENNEL ROAD | AddressLine1Txt |
| City | FAR HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07931 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KURT T BOROWSKY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9082211695 | PhoneNum |
| Signature | 2018-02-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN N OLSEN CPA | PreparerPersonNm |
| PTIN | P00022610 | PTIN |
| Phone | 9734253212 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.30.105.145 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-15 | IPDt |
| IP Tm | 13:36:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4EBD2F65ECEC95B3DB20D9DFE1EF3F5104B21BFA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4EBD2F65ECEC95B3DB20D9DFE1EF3F5104B21BFA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $682,939 | 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 | $1,850 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,961 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,961 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,271 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,240 | 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 |
| Other Expenses Rev And Expnss | $2,980 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,070 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,101 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $151,876 | CorporateStockBOYAmt |
| Corporate Stock EOY | $150,990 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $672,838 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $162,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $161,091 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $682,939 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $162,946 | RetainedEarningBOYAmt |
| Retained Earning EOY | $161,091 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $162,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $161,091 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $161,091 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $162,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,855 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $161,091 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $161,091 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 500 SH SONIC | D | 2016-12-13 | $13,494 | $313 | $13,181 | $13,181 | |
| CASH IN LIEU LOGMEIN INC | P | 2017-02-01 | $98 | $8 | $90 | $90 | 1997-06-20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,271 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $542,205 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065105 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,125 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $562,705 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.094410 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,004 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $549,158 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.118370 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,930 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $483,609 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099109 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,994 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $475,573 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096713 | DistributionYr5Rt |
| Total Distribution | 0.473707 | TotalDistributionRt |
| Average Distribution | 0.094741 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $622,755 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,000 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $262 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,262 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,051 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,051 | TotalPaymentsAndCreditsAmt |
| Overpayment | $526 | OverpaymentAmt |
| Applied To ES Tax | $526 | 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 | KURT T BOROWSKY | IndividualWithBooksNm |
| Phone | 9082211695 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 POST KENNEL ROAD | AddressLine1Txt |
| City | FAR HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07931 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| KURT T BOROWSKY | ||||||||
| 28 POST KENNEL ROAD | FAR HILLS | NJ | 07931 | CHAIRMAN/PRES./TREAS./TTEE | 0.00 | $0 | $0 | $0 |
| KURT R BOROWSKY | ||||||||
| 28 POST KENNEL ROAD | FAR HILLS | NJ | 07931 | VP | 0.00 | $0 | $0 | $0 |
| IRENE A SCHUH | ||||||||
| 28 POST KENNEL ROAD | FAR HILLS | NJ | 07931 | VP/TTEE | 0.00 | $0 | $0 | $0 |
| PATRICK W BOROWSKY | ||||||||
| 28 POST KENNEL ROAD | FAR HILLS | NJ | 07931 | VP | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER J BOROWSKY | ||||||||
| 28 POST KENNEL ROAD | FAR HILLS | NJ | 07931 | VP | 0.00 | $0 | $0 | $0 |
| IRENE A SCHUH | ||||||||
| 28 POST KENNEL ROAD | FAR HILLS | NJ | 07931 | SEC/TTEE | 0.00 | $0 | $0 | $0 |
| DONALD R SMITH | ||||||||
| 330 SOUTH ST PO BOX 1975 | MORRISTOWN | NJ | 079621975 | VP | 0.00 | $0 | $0 | $0 |
| ROSE A BOROWSKY | ||||||||
| 28 POST KENNEL ROAD | FAR HILLS | NJ | 07931 | VP | 0.00 | $0 | $0 | $0 |
| SUSAN NILES | ||||||||
| 28 POST KENNEL ROAD | FAR HILLS | NJ | 07931 | VP | 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 | $618,622 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,617 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $632,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $632,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,484 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $622,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,138 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,138 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $525 | TotalTaxAmt |
| Distributable Before Adj | $30,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,455 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,620 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,426 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,016 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,777 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $120,294 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,400 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,213 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,213 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $116,081 | 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 | $18,242 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $97,839 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,620 | ExcessFromYear4Amt |
| Excess From Year3 | $38,426 | ExcessFromYear3Amt |
| Excess From Year2 | $26,016 | ExcessFromYear2Amt |
| Excess From Year1 | $8,777 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KURT T BOROWSKY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KURT T BOROWSKY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 POST KENNEL ROAD | AddressLine1Txt |
| City | FAR HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07931 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9082211695 | RecipientPhoneNum |
| Recipient Email Address | kurt@amelior.org | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIAL FORMS OR MATERIALS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES EXIST | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO SUCH RESTRICTIONS OR LIMITATIONS EXIST | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADULT DAY CENTER OF SOMERSET COUNTY | |||||||
| 872 E MAIN ST | BRIDGEWATER | NJ | 08807 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $500 |
| COMMUNITY FOOD BANK OF NJ | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $1,000 |
| DIOCESE OF METUCHEN | |||||||
| PO BOX 191 | METUCHEN | NJ | 088400191 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $10,000 |
| DIOCESE OF TRENTON | |||||||
| 701 LAWRENCEVILLE RD | TRENTON | NJ | 08648 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $500 |
| GOOD COUNSEL HOMES | |||||||
| PO BOX 6068 | HOBOKEN | NJ | 07030 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $500 |
| MORRIS MUSEUM | |||||||
| 6 NORMANDY HEIGHTS RD | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $750 |
| MOUNT SAINT MARY ACADEMY | |||||||
| 1645 HIGHWAY 22 | WATCHUNG | NJ | 07069 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $500 |
| NJ PERFORMING ARTS CENTER | |||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $4,000 |
| ORDER OF MALTA | |||||||
| 3 SMOKE RISE RD | KINNELON | NJ | 07405 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $1,500 |
| PONTIFICAL MISSION SOCIETIES | |||||||
| PO BOX 191 | METUCHEN | NJ | 08840 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $750 |
| SAINT PAUL'S OUTREACH | |||||||
| 315 SELF PLACE | SOUTH ORANGE | NJ | 07079 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $1,000 |
| SETON HALL UNIVERSITY | |||||||
| 457 CENTRE ST | SOUTH ORANGE | NJ | 07079 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $3,000 |
| THE ARCHDIOCESE OF NEWARK | |||||||
| PO BOX 9577 | NEWARK | NJ | 07104 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $500 |
| THE BOYS AND GIRLS CLUB OF NEWARK - LIFECAMP | |||||||
| 1 AVON AVE | NEWARK | NJ | 07108 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $100 |
| TRI-COUNTY SCHOLARSHIP FUND | |||||||
| FOUR CENTURY DR | PARSIPPANY | NJ | 07054 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $500 |
| VISITING NURSE ASSOCIATION OF SOMERSET HILLS | |||||||
| 200 MT AIRY RD | BASKING RIDGE | NJ | 07920 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $1,000 |
| TEAM WALKER CO POSITIVE IMPACT | |||||||
| 68 SOUTH MAIN ST STE A | CRANBURY | NJ | 08512 | NONE | PUBLIC CHARITY | TO HELP CARRY OUT THE CHARITABLE PURPOSE OF THE DONEE CHARITY. | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,961 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,706 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,675 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,675 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,000 SH APPLIED MATERIALS | $25,296 | $156,270 |
| 2,700 SH CISCO SYS INC | $18,957 | $90,801 |
| 1,210 SH CITRIX SYSTEMS INC | $6,822 | $92,952 |
| 2,400 SH INTEL CORP | $45,074 | $91,392 |
| 1,600 SH MICROSOFT CORP | $25,324 | $119,184 |
| 1,300 SH QUALCOMM INC | $25,559 | $67,392 |
| 1,260 SH SONIC CORP | $2,211 | $32,067 |
| 207 SH LOGMEIN INC | $1,747 | $22,780 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW JERSEY FILING FEE | $30 | $0 | $0 |
| PROFESSIONAL FEES | $1,850 | $0 | $0 |
| EXCISE TAX | $1,100 | $0 | $0 |
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