FREED FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FREED FOUNDATION INC (EIN 52-6047591)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-28
IRS object ID
201611809349100401
Schema version
2015v2.0
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)
Return2016-06-28T06:38:34-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mahon McKenzie & Colson CPAs LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12444 Highway 34AddressLine1Txt
CityManasquanCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08736ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526047591EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FREED FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFREEBusinessNameControlTxt
Phone2125208399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1825 3RD AVENUE SUITE 224AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH FREEDPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-06-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD W MAHON CPAPreparerPersonNm
PTINP00365493PTIN
Phone7327228777PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,949,994FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10,073InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,073InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10,073InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$419,788DividendsRevAndExpnssAmt
Dividends Net Invst Incm$419,788DividendsNetInvstIncmAmt
Dividends Adj Net Incm$419,788DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$163,753NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,329,405GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$163,753CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$593,614TotalRevAndExpnssAmt
Total Net Invst Incm$593,614TotalNetInvstIncmAmt
Total Adj Net Incm$429,861TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$110,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$110,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$17,260AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$17,260AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$13,729TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$8,635TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$44,468OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$44,468OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$96,687OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$84,204OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$12,483OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$282,144TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$84,204TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$192,846TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$839,036ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$839,036ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,121,180TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$84,204TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,031,882TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$527,566ExcessRevenueOverExpensesAmt
Net Investment Income$509,410NetInvestmentIncomeAmt
Adjusted Net Income$429,861AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,553,987SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,661,720SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,661,720SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,382,455CorporateStockBOYAmt
Corporate Stock EOY$2,956,964CorporateStockEOYAmt
Corporate Stock EOYFMV$2,857,965CorporateStockEOYFMVAmt
Corporate Bonds EOY$4,571,139CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,510,821CorporateBondsEOYFMVAmt
Other Investments BOY$12,986,212OtherInvestmentsBOYAmt
Other Investments EOY$8,186,187OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,874,182OtherInvestmentsEOYFMVAmt
Other Assets BOY$26,611OtherAssetsBOYAmt
Other Assets EOY$45,306OtherAssetsEOYAmt
Other Assets EOYFMV$45,306OtherAssetsEOYFMVAmt
Total Assets BOY$17,949,265TotalAssetsBOYAmt
Total Assets EOY$17,421,316TotalAssetsEOYAmt
Total Assets EOYFMV$18,949,994TotalAssetsEOYFMVAmt
Other Liabilities BOY$383OtherLiabilitiesBOYAmt
Total Liabilities BOY$383TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$17,948,882CapitalStockBOYAmt
Capital Stock EOY$17,421,316CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$17,948,882TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,421,316TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,949,265TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,421,316TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,948,882TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$527,566ExcessRevenueOverExpensesAmt
Subtotal$17,421,316SubtotalAmt
Tot Net Ast Or Fund Balances EOY$17,421,316TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2618.395SH VANGUARD SHORT TERM BOND INDEXP2010-01-012015-12-31$27,580$27,299$281$281
FIDELITY A/C# 657-640003 PDF ATTACHEDP2010-01-102015-12-31$8,942,022$8,684,632$257,390$257,390
FIDELITY A/C# 657-640002 PDF ATTACHEDP2015-01-012015-12-31$622,541$715,066-$92,525-$92,525
WELLS FARGO A/C# 1234-3616 PDF ATTACHEDP2015-01-012015-12-31$97,500$100,754-$3,254-$3,254
WELLS FARGO A/C# 1234-3616 PDF ATTACHEDP2010-01-012015-12-31$607,458$637,901-$30,443-$30,443
Capital Gain Dividends$32,304
FieldValueIRS element (for citing)
Capital Gain Net Income$163,753CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$95,779NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,034,091AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$20,273,066NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05101DistributionYr1Rt
Adjusted Qlfy Distri Yr2$902,119AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$19,598,220NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04603DistributionYr2Rt
Adjusted Qlfy Distri Yr3$982,561AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$18,655,467NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05267DistributionYr3Rt
Adjusted Qlfy Distri Yr4$968,725AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,137,061NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05062DistributionYr4Rt
Adjusted Qlfy Distri Yr5$889,859AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$18,614,371NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04781DistributionYr5Rt
Total Distribution0.248133TotalDistributionRt
Average Distribution0.049627AverageDistributionRt
Net Vl Noncharitable Assets$19,514,034NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$968,423AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,094NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$973,517AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,031,882QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,094InvestmentIncomeExciseTaxAmt
Subtotal$5,094SubtotalAmt
Tax Based On Investment Income$5,094TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$17,200TotalPaymentsAndCreditsAmt
Overpayment$12,106OverpaymentAmt
Applied To ES Tax$12,106AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FREED FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125208399PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1825 3RD AVENUE SUITE 224AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ELIZABETH FREED
954 LEXINGTON AVE BOX 226NEW YORKNY10021President35.00$110,000
NICHOLAS J DOTOLI
110 WHITE ROCK ROADVERONANJ07044BOARD MEMEBER0.00$0
WILLIAM P MITCHELL
799 VAN COURT AVELONG BRANCHNJ07740BOARD MEMBER0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$18,240,881AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,570,321AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,811,202TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$19,811,202AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$297,168CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,514,034NetVlNoncharitableAssetsAmt
Minimum Investment Return$975,702MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$975,702MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,094TaxBasedOnInvestmentIncomeAmt
Total Tax$5,094TotalTaxAmt
Distributable Before Adj$970,608DistributableBeforeAdjAmt
Distributable Before Ded$970,608DistributableBeforeDedAmt
Distributable As Adjusted$970,608DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,031,882ExpensesAndContributionsAmt
Qualifying Distributions$1,031,882QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,094PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,026,788AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$970,608DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$16,163ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$61,144ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$37,621ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$114,928TotalExcessDistributionCyovAmt
Qualifying Distributions$1,031,882QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$970,608AppliedToCurrentYearAmt
Remaining Distri From Corpus$61,274RemainingDistriFromCorpusAmt
Total Corpus$176,202TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$176,202ExcessDistriCyovToNextYrAmt
Excess From Year4$16,163ExcessFromYear4Amt
Excess From Year3$61,144ExcessFromYear3Amt
Excess From Year1$37,621ExcessFromYear1Amt
Excess From Current Year$61,274ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE FREED FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1825 3RD AVENUE SUITE 224AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2125208399RecipientPhoneNum
Form And Info And MaterialsPROPOSAL FOR GRANT ACCOMPANIED BY A GRANT BUDGET AND FINANCIAL STATEMENTS AND IRS TAX-EXEMPT RULING FOR THE ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsREQUESTING GRANT PROPOSALS FROM TAX-EXEMPT ORGANIZATIONS THAT DO WORK ON ISSUES ASSOCIATED WITH CANCER, MENTAL HEALTH, AND ANIMAL WELFARE IN THE NEW YORK METROPOLITAN AREA. THE FOUNDATION WILL CONSIDER GRANT PROPOSALS FROM ORGANIZATIONS WORKING ON OTHER ISSUES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIDEAWEE
410 EAST 38TH STREETNEW YORKNY10016NONEPCMOBIL RESCUE VAN$75,000
DEBORAH HOSPITAL FOUNDATION
20 PINE MILL ROADBROWNS MILLSNJ08015NONEPCWOMEN'S WELLNESS EVENT$15,000
SEARCH AND CARE
1844 SECOND AVENEW YORKNY10128NONEPCMENTAL HEALTH CARE IN HOME PROGRAM$30,000
BIODIVERSITY RESEARCH INSTITUTE
PO BOX 195RAY BROOKNY12977NONEPCFUND PARTIAL SALARY FOR ASST. ADMINISTRATOR$30,000
FOUNDATION CENTER
32 OLD SLIP 24TH FLOORNEW YORKNY10005NONEPCCAPITAL CAMPAIGN$25,000
MONMOUTH MEDICAL CENTER FOUNDATION
300 2ND AVELONG BRANCHNJ07740NONEPCFREED THERAPEUTIC PAWS PROGRAM$15,000
MONMOUTH UNIVERSITY
400 CEDAR AVEWEST LONG BRANCHNJ07764NONEPCJANE FREED HISTORY SCHOLARSHIP$25,000
FILIPINO AMERICAN COMMUNITY CENTER
PO BOX 4746TOMS RIVERNJ08754NONEPCGENERAL SUPPORT$20,000
MORRIS EDUCATIONAL FOUNDATION
PO BOX 1224MORRISTOWNNJ07960NONEPCMEDIA CENTER RENOVATION$20,536
HOLIDAY EXPRESS
968 SHREWSBURY AVETINTON FALLSNJ07724NONEPCGENERAL SUPPORT$25,000
LITTLE SILVER ANIMAL HOSPITAL FOUND
675 BRANCH AVELITTLE SILVERNJ07739NONEPCGENERAL SUPPORT$10,000
LUNCH BREAK
PO BOX 2215RED BANKNJ07701NONEPCFOOD PANTRY PROGRAM$25,000
LENNOX HILL NEIGHBORHOOD HOUSE
331 EAST 70TH STREETNEW YORKNY10021NONEPCMENTAL HEALTH SHELTER$10,000
JEWISH ASSOCIATION SERVING THE AGED
247 WEST 37TH STNEW YORKNY10018NONEPCPETS & ELDERS TEAM SUPPORT$25,000
ALGONQUIN ARTS THEATER
173 MAIN STREETMANASQUANNJ08736NONEPCBUILDING IMPROVEMENTS$66,500
AMERICAS VET DOGS
371 EAST JERICHO TPKSMITHTOWNNY11787NONEPCSPONSOR OF VETEREN AND DOG TEAM$50,000
ANIMAL MEDICAL CENTER
510 EAST 62ND STREETNEW YORKNY10021NONEPCSENIOR ANIMAL VETERINARY EFFORT$50,000
CENTRA STATE HEALTHCARE FOUNDATION
916 ROUTE 33 SUITE 6FREEHOLDNJ07728NONEPCFUNDING FOR JEAN MEHR INFUSION CENTER$10,000
CHILDREN'S HOSPITAL FOUNDATION
111 MICHIGAN AVE NWWASHINGTONDC20010NONEPCHEALING GARDEN$20,000
CHILDREN OF THE NIGHT
14530 SYLVANS STREETVAN NUYSCA91411NONEPCGENERAL SUPPORT$10,000
COMMUNITY HOPE
199 POMEROY ROADPARSIPPANYNJ07054NONEPCMENTAL HEALTH CLINICIAN SALARY$50,000
POPULAR ROMANCE PROJECT INC
112 BAILEY RDWATERTOWNMA02472NONEPCDOCUMENTARY$100,000
SEER FARMS
PO BOX 91JACKSONNJ08527NONEPCFOOD, VET & CLEANING SUPPLIES$17,000
TRAINING INSTITUTE FOR MENTAL HEALT
115 WEST 27TH STREET 4TH FLOORNEW YORKNY10001NONEPCTEEN TALK PROGRAM$20,000
THE BOYS CLUB OF NY
287 EAST 10TH STREETNEW YORKNY10009NONEPCSTAFF PSYCHOLOGIST$75,000
CORKSCREW SWAMP SANCTUARY
375 SANCTUARY ROAD WESTNAPLESFL34120NONEPCMARSH REHABILITATION$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$839,036TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,073ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$419,788ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$163,753ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$593,614ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$593,614TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$17,260Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$17,260DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY - BONDSBondNm
EOY Book Value$4,571,139EOYBookValueAmt
EOYFMV$4,510,821EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO - SECURITIESStockNm
EOY Book Value$2,956,964EOYBookValueAmt
EOYFMV$2,857,965EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD MUTUAL FUNDSFMV
FIDELITY - MUTUAL FUNDSFMV$8,186,187$9,874,182

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID EXPENSESDesc
BOY Book Value$26,611BOYBookValueAmt
EOY Book Value$45,306EOYBookValueAmt
EOYFMV$45,306EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
DUES$2,240$2,240
EMPLOYEE HOSPITALIZATION INSURANCE$7,991$7,991
INVESTMENT FEES$84,204$84,204
MISCELLANEOUS$1,285$1,285
OFFICE EXPENSE$967$967

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$5,094
PAYROLL TAXES$8,635$8,635

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