AKHOURY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AKHOURY FOUNDATION INC (EIN 22-3417520)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-13
- IRS object ID
- 201741949349100709
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-13T13:45:45-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-07-13 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.187.47.14 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-13 | IPDt |
| IP Tm | 14:30:37 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F282DB2758AFACD00B7A6534CC19A108C1365B9F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D3531663D2055557F784E4EF03AE4A5F052B4B5 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $156,803 | 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 | $2,297 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,601 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,884 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$21,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,485 | 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 |
| 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 | $2,255 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,155 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,895 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,895 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$132,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,385 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,589 | CashBOYAmt |
| Cash EOY | $10,593 | CashEOYAmt |
| Cash EOYFMV | $10,593 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $908 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $220,664 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $83,970 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,910 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,240 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $272,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $156,803 | 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 | -$314,752 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$447,668 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $272,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $139,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $272,161 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $139,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $272,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$132,916 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $139,245 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $139,245 | 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 |
|---|---|---|---|---|---|---|---|
| 525 SH APPLE INC | D | 2013-01-04 | 2016-04-28 | $50,017 | $39,638 | $10,379 | $10,379 |
| 180 SH APPLE INC | D | 2013-01-04 | 2016-11-08 | $20,055 | $13,590 | $6,465 | $6,465 |
| 1330 SH HALLIBURTON CO | D | 2013-02-05 | 2016-01-29 | $40,798 | $54,758 | -$13,960 | -$13,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,884 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $58,725 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $94,109 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.624010 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,049 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $181,765 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.412890 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $160,137 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $181,637 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.881632 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $183,745 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $322,239 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.570213 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $309,413 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $613,033 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.504725 | DistributionYr5Rt |
| Total Distribution | 2.993470 | TotalDistributionRt |
| Average Distribution | 0.598694 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $204,405 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $122,376 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $64 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $122,440 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $115 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $115 | TotalPaymentsAndCreditsAmt |
| Tax Due | $13 | TaxDueAmt |
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 | 1241 GULF OF MEXICO DRIVE APT 204 | 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 | ||||||||
| 1241 GULF OF MEXICO DRIVE APT 204 | LONGBOAT KEY | FL | 34228 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| VIRGINIA AKHOURY | ||||||||
| 1241 GULF OF MEXICO DRIVE APT 204 | 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 | $166,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $207,518 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $207,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $204,405 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $128 | TotalTaxAmt |
| Distributable Before Adj | $10,092 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,092 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,092 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $280,859 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $168,209 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $151,665 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,277 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,430 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $721,440 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,092 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,958 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $821,398 | 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 | $280,859 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $540,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $168,209 | ExcessFromYear4Amt |
| Excess From Year3 | $151,665 | ExcessFromYear3Amt |
| Excess From Year2 | $66,277 | ExcessFromYear2Amt |
| Excess From Year1 | $54,430 | ExcessFromYear1Amt |
| Excess From Current Year | $99,958 | 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 (47 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK | |||||||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | NONE | CHARITABLE REQUEST | $500 | |||||
| AMERICA INDIA FOUNDATION | |||||||||||
| 216 E 45TH ST 7TH FLOOR | NEW YORK | NY | 10017 | NONE | CHARITABLE BEQUEST | $7,500 | |||||
| ASSOCIATION OF MARIAN HELPERS | |||||||||||
| EDEN HILL | STOCKBRIDGE | MA | 01263 | NONE | CHARITABLE REQUEST | $350 | |||||
| CALCUTTA KIDS | |||||||||||
| PO BOX 465 | MARLBORO | VT | 05344 | NONE | CHARITABLE REQUEST | $500 | |||||
| CATHOLIC FAITH APPEAL | |||||||||||
| PO BOX 1958 | VENICE | FL | 34284 | NONE | CHARITABLE BEQUEST | $600 | |||||
| CENTROS CULTURALES DE MEXICO AC | |||||||||||
| NONE | CHARITABLE BEQUEST | $5,000 | PROL CALZADA CIRCUNVALACION PTE 49 | JALISCO | MX | 45010 | |||||
| CHILDREN'S HOPE INDIA | |||||||||||
| 7 EDGEMORE DR | SEARINGTOWN | NY | 11507 | NONE | CHARITABLE BEQUEST | $5,000 | |||||
| COMMUNITY SOUP KITCHEN AND OUTREACH CENTER | |||||||||||
| 36 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | CHARITABLE BEQUEST | $750 | |||||
| DIOCESE OF PATERSON DIOCESAN CENTER | |||||||||||
| 777 VALLEY ROAD | CLIFTON | NJ | 07013 | NONE | CHARITABLE BEQUEST | $1,750 | |||||
| FLORHAM PARK JULY 4TH CELEBRATION | |||||||||||
| PO BOX 471 | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $150 | |||||
| FLORHAM PARK MEMORIAL FIRST AID SQUAD | |||||||||||
| 60 FELCH ROAD | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $450 | |||||
| FRIENDS OF BLESSED JOHN PAUL BE NOT AFRAID CENTER | |||||||||||
| 122 LIBERTY AVENUE | LINDEN | NJ | 07036 | NONE | CHARITABLE BEQUEST | $1,000 | |||||
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||||||
| PO BOX 369 | AMERICUS | GA | 31709 | NONE | CHARITABLE BEQUEST | $750 | |||||
| HALOS FOR ANGLES INC | |||||||||||
| PO BOX 415 | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $3,400 | |||||
| HOLY FAMILY CHURCH | |||||||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $7,580 | |||||
| HOLY FAMILY ROSARY SOCIETY | |||||||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE REQUEST | $5 | |||||
| HOLY FAMILY SCHOOL | |||||||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $11,400 | |||||
| INTERFAITH FOOD PANTRY | |||||||||||
| PO BOX 250 | MORRIS PLAINS | NJ | 07950 | NONE | CHARITABLE BEQUEST | $250 | |||||
| NJ RIGHT TO LIFE | |||||||||||
| 242 OLD BRUNSWICK ROAD | PISCATAWAY | NJ | 08854 | NONE | CHARITABLE BEQUEST | $200 | |||||
| PARALYZED VETERANS OF AMERICA | |||||||||||
| 20 WASHINGTON PLACE | NEWARK | NJ | 07102 | NONE | CHARITABLE BEQUEST | $40 | |||||
| RELIGIOUS TEACHERS FILLIPPI | |||||||||||
| 455 WESTERN AVENUE | MORRISTOWN | NJ | 07960 | NONE | CHARITABLE BEQUEST | $1,500 | |||||
| ST JOSPEH'S HOME FOR THE ELDERY | |||||||||||
| 140 SHEPHERDS LANE 1 | TOTOWA | NJ | 07512 | NONE | CHARITABLE REQUEST | $350 | |||||
| ST MARY STAR OF GUILD | |||||||||||
| 676 EL CENTRO | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $55 | |||||
| ST MARY STAR OF THE SEA CHURCH | |||||||||||
| 4280 GULF OF MEXICO DRIVE | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $1,410 | |||||
| ST JOHN'S CHURCH | |||||||||||
| 22 MULBERRY STREET | NEWARK | NJ | 07102 | NONE | CHARITABLE BEQUEST | $700 | |||||
| ST MICHAEL CHURCH | |||||||||||
| 408 HEARD BRIDGE ROAD | WACHULA | FL | 33813 | NONE | CHARITABLE BEQUEST | $1,500 | |||||
| STUDENT PARTNER ALLIANCE | |||||||||||
| 561 SPRINGFIELD AVE | SUMMIT | NJ | 07901 | NONE | CHARITABLE BEQUEST | $4,335 | |||||
| TRI-COUNTY SCHOLARSHIP FUND | |||||||||||
| FOUR CENTURY DRIVE | PARSIPPANY | NJ | 07054 | NONE | CHARITABLE REQUEST | $1,000 | |||||
| UNITED SPINAL ASSOCIATION | |||||||||||
| 20 WASHINGTON PLACE | NEWARK | NJ | 07102 | NONE | CHARITABLE BEQUEST | $30 | |||||
| UNIVERSITY FOR DEVELOPMENT STUDENT | |||||||||||
| NONE | CHARITABLE BEQUEST | $5,000 | PO BOX 1350 | GH | TAMALE | ||||||
| VOCATIONIST FATHERS | |||||||||||
| 90 BROOKLAKE ROAD | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $160 | |||||
| CHRIST CHILD SOCIETY OF SARASOTA | |||||||||||
| 7318 POINT OF ROCKS | SARASOTA | FL | 34242 | NONE | CHARITABLE BEQUEST | $195 | |||||
| ST MARTHA'S CATHOLIC SCHOOL | |||||||||||
| 4380 FRUITVILLE ROAD | SARASOTA | FL | 34232 | NONE | CHARITABLE BEQUEST | $100 | |||||
| RINGLING COLLEGE OF ART AND DESIGN | |||||||||||
| 2700 N TAMIAMI TRAIL | SARASOTA | FL | 34234 | NONE | CHARITABLE BEQUEST | $20,000 | |||||
| COMMUNITY FOOD BANK | |||||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | CHARITABLE BEQUEST | $2,150 | |||||
| COLUMBIA UNIVERSITY | |||||||||||
| 535 WEST 116TH STREET | NEW YORK | NY | 10027 | NONE | CHARITABLE BEQUEST | $10,000 | |||||
| ST JOSEPH THE WORKER CHURCH | |||||||||||
| 1125 W JACKSON STREET | PHOENIX | AZ | 85007 | NONE | CHARITABLE BEQUEST | $500 | |||||
| SERVANTS OF OUR LADY OF KIBEHO | |||||||||||
| PO BOX 10 | HIAWASSEE | GA | 30546 | NONE | CHARITABLE BEQUEST | $200 | |||||
| FLORHAM PARK FIRE DEPARTMENT ASSOCIATION | |||||||||||
| 315 BROOKLAKE ROAD | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $150 | |||||
| THIRTEENWNET | |||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | CHARITABLE BEQUEST | $150 | |||||
| LIFE NET 4 FAMILIES | |||||||||||
| ONE NW 33RD TERRACE | LAUDERHILL | FL | 33311 | NONE | CHARITABLE BEQUEST | $200 | |||||
| MARIAN FATHERS OF IMMACUTE CONCEPTION | |||||||||||
| 2 PROSPECT HILL ROAD | STOCKBRIDGE | MA | 01262 | NONE | CHARITABLE BEQUEST | $25 | |||||
| MARIAN SHRINE OF JOHN BOSCO | |||||||||||
| 174 FILORS LANE | STONY POINT | NY | 10980 | NONE | CHARITABLE BEQUEST | $600 | |||||
| IMMACULATE CONCEPTION HIGH SCHOOL | |||||||||||
| 33 COTTAGE PLACE | MONTCLAIR | NJ | 07042 | NONE | CHARITABLE BEQUEST | $260 | |||||
| MARIAN SHRINE OF SALESIANS | |||||||||||
| 174 FILORS LANE | STONY POINT | NY | 10980 | NONE | CHARIABLE BEQUEST | $50 | |||||
| SOUTH ASIAN YOUTH ACTION | |||||||||||
| 54-05 SEABURY STREET | ELMHURST | NY | 11373 | NONE | CHARITABLE BEQUEST | $10,100 | |||||
| SEXUAL ASSAULT RESOURCE & COUNSELING CENTER | |||||||||||
| 615 CUMBERLAND STREET | LEBANON | PA | 17042 | NONE | CHARITABLE BEQUEST | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,895 | 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 | $7,989 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32,052 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$24,063 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$24,063 | 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 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | APPLE INC | StockNm |
| EOY Book Value | $77,742 | EOYBookValueAmt |
| EOYFMV | $83,970 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CLEARBRIDGE ENERGY MLP FD INC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,910 | BookValueAmt |
| EOYFMV | $62,240 | EOYFMVAmt |
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 |
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