DILLER FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DILLER FOUNDATION INC (EIN 22-3615023)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-08
IRS object ID
201733129349100628
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

FieldValueIRS element (for citing)
Return2017-11-08T12:15:27-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131610809PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRIEDMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1327 CENTRAL AVENUEAddressLine1Txt
CityLINWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08221ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223615023EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DILLER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDILLBusinessNameControlTxt
Phone6093683311PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19614 THIRD AVENUEAddressLine1Txt
CitySTONE HARBORCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08247ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES S DILLERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6093683311PhoneNum
Signature2017-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCORRIE CRISTALDIPreparerPersonNm
PTINP00238848PTIN
Phone6099272222PhoneNum
Preparation2017-10-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.207.240.174IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-27IPDt
IP Tm16:32:41IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id00F12332C274174E82D715D10304C6BADFD920A5AtSubmissionCreationDeviceId
At Submission Filing Device Id1B13AF30EAAE1090E937C05ECB91AB087648EF9FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$266,463FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,447DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,447DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,129NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$41,021GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,129CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$56,576TotalRevAndExpnssAmt
Total Net Invst Incm$6,576TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,175AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,175AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,600OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,600OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,114TaxesRevAndExpnssAmt
Taxes Net Invst Incm$159TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,889TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,934TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,815ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,815ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,704TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,934TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$18,815TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$28,872ExcessRevenueOverExpensesAmt
Net Investment Income$642NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,275SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,323SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,323SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$234,924OtherInvestmentsBOYAmt
Other Investments EOY$218,748OtherInvestmentsEOYAmt
Other Investments EOYFMV$216,140OtherInvestmentsEOYFMVAmt
Total Assets BOY$240,199TotalAssetsBOYAmt
Total Assets EOY$269,071TotalAssetsEOYAmt
Total Assets EOYFMV$266,463TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$240,199UnrestrictedBOYAmt
Unrestricted EOY$269,071UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$240,199TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$269,071TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$240,199TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$269,071TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$240,199TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$28,872ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$269,071SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$269,071TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
STURDY2014-01-012016-12-31$36,588$38,892-$2,304-$2,304
CAPITAL GAINS DIVIDENDS$4,433$4,433$4,433P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,129CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$237,089NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.029525DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,457AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$242,242NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039039DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,954AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$257,507NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.077489DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,250AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$327,694NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.025176DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,656AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$251,504NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050321DistributionYr5Rt
Total Distribution0.221550TotalDistributionRt
Average Distribution0.044310AverageDistributionRt
Net Vl Noncharitable Assets$220,676NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,778AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,784AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,815QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$6InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$100AppliedToEsTaxAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Overpayment$94OverpaymentAmt
Applied To ES Tax$94AppliedToESTaxAmt
Refund$0RefundAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHEILA WANNENIndividualWithBooksNm
Phone6093683311PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19614 THIRD AVENUEAddressLine1Txt
CitySTONE HARBORCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08247ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES S DILLER
9614 THIRD AVENUESTONE HARBORNJ08247TRUSTEE0.00$0$0$0
DOUGLAS J HEUN
327 CENTRAL AVENUELINWOODNJ08221TRUSTEE0.00$0$0$0
WILLIAM DILLER III
9614 THIRD AVENUESTONE HARBORNJ08247TRUSTEE0.00$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$218,456AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,581AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$224,037TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$224,037AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,361CashDeemedCharitableAmt
Net Vl Noncharitable Assets$220,676NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,034MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,034MinimumInvestmentReturnAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Total Tax$6TotalTaxAmt
Distributable Before Adj$11,028DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$11,028DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$11,028DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,815ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,815QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$6PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,809AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,028DistributableAsAdjustedAmt
Undistributed Income PY$11,695UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Total For Prior Years$4,370TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$18,815QualifyingDistributionsAmt
Applied To Year1$11,695AppliedToYear1Amt
Applied To Prior Years$4,370AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,750AppliedToCurrentYearAmt
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$8,278UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES S DILLERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19614 THIRD AVENUEAddressLine1Txt
CitySTONE HARBORCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08247ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6093683311RecipientPhoneNum
Form And Info And MaterialsNAME AND PURPOSE OF DONEE ORGANIZATION; AMOUNT OF GRANT REQUESTEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRENDAN BOREK HIGH TIDES MEMORIAL FUND INC
PO BOX 41AVALONNJ08202NONETAX EXEMPTTO ASSIST IN THE FUNDING OF THE FOUNDATION'S MISSION TO AIDE LOCAL FAMILIES WHO HAVE CHILDREN WITH CANCER.$2,000
HELEN DILLER VACATION HOME FOR BLIND CHILDREN INC
PO BOX 338AVALONNJ08202NONETAX EXEMPTTO ASSIST THE FOUNDATION WITH IT'S MISSION TO PROVIDE SOUTHERN NEW JERSEY WITH A SUMMER CAMP FOR BLIND AND VISUALLY IMPAIRED CHILDREN.$10,000
CAPE MAY MARLIN AND TUNA CLUB
1390 LAFAYETTE STREETCAPE MAYNJ08204NONETAX EXEMPTTO ASSIST THE FOUNDATION IN THE PURCHASE OF NEW COMPUTERS AND UPDATE THEIR WEBSITE.$2,750
AMERICAN LEGION POST 331
11617 2ND AVESTONE HARBORNJ08247NONETAX EXEMPTTO ASSIST THE ORGANIZATION WITH IT'S MISSION TO SUPPORT MILITARY PERSONNEL AND VETERANS THROUGH OTHER DONATIONS TO OTHER VETERAN AND MILITARY OGANIZATIONS.$4,065
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,815TotalGrantOrContriPdDurYrAmt
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$4,447ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,129ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,576ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,576TotalIncomeProducingActyAmt

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$4,175Amt
Net Investment Income$4,175NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE FOUNDATION IS ELECTING TO APPLY THE BALANCE OF DISTRIBUTED INCOME, AFTER SATISYING THE REQUIREMENT FOR THE IMMEDIATE PRIOR YEAR, TO PRECEDING PRIOR YEARS.ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (15 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AB HIGH INCOME FUNDAT COST$5,161$4,819
ALLIANCE BERNSTEIN HIGH INCAT COST$0$0
CLEARBRIDGE AGGRESSIVE GRAT COST$27,186$28,638
COHEN & STEERS REALTYAT COST$16,542$16,547
EATON VANCE MTS FDS TRAT COST$12,834$12,558
FRANKLIN RISING DIVSAT COST$26,384$30,205
HARTFORD FORTIS SER FDAT COST$13,921$15,202
JOHN HANCOCK FDS IIIAT COST$14,223$14,914
LOOMIS SAYLES FDS IIAT COST$27,830$24,673
OPPENHEIMER STEELPATHAT COST$12,068$10,446
PRINCIPAL INVS FDAT COST$13,554$13,428
TEMPLETON GLBL BD FDAT COST$0$0
THORNBURG INVESTMENT TRAT COST$24,680$23,897
THORNBURG INVT TRAT COST$12,183$10,885
VAN ECKS FDS GLOBAL HARDAT COST$12,182$9,928

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER FEESCategoryTxt
Amt$1,600Amt
Net Investment Income$1,600NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STONE HARBOR MALL LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19614 THIRD AVEAddressLine1Txt
CitySTONE HARBORCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08247ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$2,955$0$0$0
STATE TAXES$159$159$0$0

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