MUSHETT FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MUSHETT FAMILY FOUNDATION INC (EIN 22-3614593)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2017-06-23
- IRS object ID
- 201731749349100103
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-23T07:03:47-07:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caristia Kulsar & Wade LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 Sparta Ave | AddressLine1Txt |
| City | Sparta | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07871 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223614593 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mushett Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUSH | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Mill Ridge Lane Suite 202 | AddressLine1Txt |
| City | Chester | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Henry J Daaleman | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph T Reed CPA | PreparerPersonNm |
| PTIN | P00010069 | PTIN |
| Phone | 9737298968 | PhoneNum |
| 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 | $12,220,325 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $50,758 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,758 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $50,758 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $206,229 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,229 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $206,229 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $652,097 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,167 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $295,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $295,154 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $256,987 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $28,488 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,244 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $14,244 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $100,542 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $99,825 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $717 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,144 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,461 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,384 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,457 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,228 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,229 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,198 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,198 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,083 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,326 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $274,787 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,598 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $535,687 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $535,687 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $810,474 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $620,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$515,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,263 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $256,987 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,553,877 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,376,362 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,376,362 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,323,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,988,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,560,196 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $949,329 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $988,490 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,225,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,272,595 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,288,717 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,913 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,913 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $6,560 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,560 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,560 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,109,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,593,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,220,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,109,049 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,593,729 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,109,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,593,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,109,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,593,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,109,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$515,320 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,593,729 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,593,729 | 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 |
|---|---|---|---|---|---|---|---|
| 2499 Lilly Eli & Co | P | 2012-01-01 | 2016-06-07 | $186,581 | $96,240 | $90,341 | $90,341 |
| 125000 PNC Govt. | P | 2012-01-01 | 2016-06-30 | $125,000 | $125,000 | ||
| 9250 Ford Motor Company | P | 2012-01-01 | 2016-09-13 | $114,201 | $150,908 | -$36,707 | -$36,707 |
| 5043.060 PNC Govt. | P | 2012-01-01 | 2016-11-30 | $5,043 | $5,043 | ||
| 7500 General Electric | P | 2012-01-01 | 2017-03-29 | $221,272 | $236,739 | -$15,467 | -$15,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,167 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $603,276 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,989,865 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05032 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $572,773 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,434,053 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04607 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $548,752 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,880,560 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04619 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $521,692 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,969,632 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04756 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $505,817 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,528,355 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04804 | DistributionYr5Rt |
| Total Distribution | 0.238170 | TotalDistributionRt |
| Average Distribution | 0.047634 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,968,281 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $570,097 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,143 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $571,240 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $620,285 | 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 | $1,143 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,143 | SubtotalAmt |
| Tax Based On Investment Income | $1,143 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,146 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,146 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,003 | OverpaymentAmt |
| Applied To ES Tax | $4,500 | AppliedToESTaxAmt |
| Refund | $4,503 | RefundAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Organization | BusinessNameLine1Txt |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Mill Ridge Lane Suite 202 | AddressLine1Txt |
| City | Chester | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07930 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Henry J Daaleman | ||||||
| 1 Young Court | Chester | NJ | 07930 | President/Treas | 20.00 | $60,000 |
| Mark Daaleman | ||||||
| 836 Kimball Avenue | Westfield | NJ | 07090 | VP/Secretary | 5.00 | $15,000 |
| James Morgan MD | ||||||
| 653 Upper Mountain Avenue | Upper Montclair | NJ | 07043 | Trustee | 2.00 | $6,000 |
| Elizabeth A Csipkay | ||||||
| 6 Samantha Lane | Califon | NJ | 07830 | Trustee | 2.00 | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,478,201 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,665,778 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,560 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,150,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,150,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,968,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $598,414 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $598,414 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,143 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,143 | TotalTaxAmt |
| Distributable Before Adj | $597,271 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $597,271 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $597,271 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $620,285 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $620,285 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,143 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $619,142 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $597,271 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $496,087 | UndistributedIncomePYAmt |
| Qualifying Distributions | $620,285 | QualifyingDistributionsAmt |
| Applied To Year1 | $496,087 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,198 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $473,073 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Memorial Sloan Kettering Cancer Cen | |||||||
| 633 3rd Avenue 28th Floor | New York | NY | 10017 | N/A | PC | General Operating | $150,000 |
| Catholic Relief Services | |||||||
| 228 West Lexington Street | Baltimore | MD | 21201 | N/A | PC | General Operating | $20,000 |
| Doctors Without Borders | |||||||
| 333 Seventh Avenue 2nd Floor | New York | NY | 10001 | N/A | PC | General Operating | $20,000 |
| Partners in Health | |||||||
| 888 Commonwealth Avenue 3rd Floor | Boston | MA | 02215 | N/A | PC | General Operating | $20,000 |
| Family Promise | |||||||
| 71 Summit Avenue | Summit | NJ | 07901 | N/A | PC | General Operating | $20,000 |
| St Joseph's Haiti Parish Twinning | |||||||
| 376 Maple Place | Keyport | NJ | 07735 | N/A | PC | General Operating | $20,000 |
| Interfaith Food Pantry Inc | |||||||
| 2 Executive Drive | Morris Plains | NJ | 07950 | N/A | PC | General Operating | $20,000 |
| Jewish Family Services | |||||||
| 655 Westfield Avenue | Elizabeth | NJ | 07208 | N/A | PC | General Operating | $25,137 |
| Groundwork Elizabeth Inc | |||||||
| 205 First Street | Elizabeth | NJ | 07206 | N/A | PC | General Operating | $15,000 |
| St Luke Foundation for Haiti | |||||||
| 58 Lynn Road | Ivoryton | CT | 06442 | N/A | PC | General Operating | $20,000 |
| Catholic Medical Mission Board | |||||||
| 10 West 17th Street | New York | NY | 10011 | N/A | PC | General Operating | $20,000 |
| NYNJ Baykeeper | |||||||
| 52 West Front Street | Keyport | NJ | 07735 | N/A | PC | General Operating | $5,000 |
| Elizabeth Coalition to House the Ho | |||||||
| 118 Division Street | Elizabeth | NJ | 07201 | N/A | PC | General Operating | $20,000 |
| Covenant House NJ Inc | |||||||
| 231 Court Street | Elizabeth | NJ | 07206 | N/A | PC | General Operating | $20,000 |
| The Lamp Foundation | |||||||
| PO Box 39703 | Philadelphia | PA | 19106 | N/A | PC | General Operating | $20,000 |
| Community Food Bank of NJ Inc | |||||||
| 31 Evans Terminal Road | Hillside | NJ | 07205 | N/A | PC | General Operating | $20,000 |
| St Joseph Social Service Center | |||||||
| 118 Division Street | Elizabeth | NJ | 07201 | N/A | PC | General Operating | $20,000 |
| The New York Academy of Sciences | |||||||
| 250 Greenwich Street 40th Floor | New York | NY | 10007 | N/A | PC | General Operating | $12,650 |
| Catholic CharitiesDiocese of Baton | |||||||
| 1900 S Acadian Thruway PO Box 1668 | Baton Rouge | LA | 70821 | N/A | PC | General Operating | $10,000 |
| Rutgers Univerity - Newark | |||||||
| 1 DeKorte Park Plaza | Lyndhurst | NJ | 07071 | N/A | PC | General Operating | $55,000 |
| Friends of Great Swamp NWR | |||||||
| 241 Pleasant Plains Road | Basking Ridge | NJ | 07920 | N/A | PC | General Operating | $2,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $535,687 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,758 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,229 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,167 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $295,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $295,154 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $550 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $949,329 | EOYBookValueAmt |
| EOYFMV | $988,490 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Common Stock | StockNm |
| EOY Book Value | $2,988,883 | EOYBookValueAmt |
| EOYFMV | $5,560,196 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,272,595 | BookValueAmt |
| EOYFMV | $2,288,717 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $2,913 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,913 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $6,560 | BOYBookValueAmt |
| EOY Book Value | $6,560 | EOYBookValueAmt |
| EOYFMV | $6,560 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| bank charges | $854 | $854 | |
| INSURANCE | $1,447 | $723 | $724 |
| MEETING EXPENSES | $3,095 | $3,095 | |
| miscellaneous | $28 | $14 | $14 |
| OFFICE EXPENSES | $5,023 | $2,512 | $2,512 |
| postage | $512 | $256 | $256 |
| telephone | $1,449 | $724 | $725 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| invesment manangement fees | $27,490 | $27,490 | $0 | $0 |
| legal fees | $71,619 | $71,619 | $0 | $0 |
| payroll processing | $1,433 | $716 | $0 | $717 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| excise tax | $9,300 | ||
| foreign taxes withheld | $1,077 | $1,077 | |
| payroll taxes | $8,767 | $4,384 | $4,384 |
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