AKHOURY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AKHOURY FOUNDATION INC (EIN 22-3417520)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-09
- IRS object ID
- 201501609349100205
- Schema version
- 2014v5.0
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-09T09:18:53-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 6 PINE VALLEY WAY | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAVINDRANATH AKHOURY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9733772315 | PhoneNum |
| Signature | 2015-05-28 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $103,291 | 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 | $2,256 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,480 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,771 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,480 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,946 | 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 | $2,256 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,128 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,128 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| 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 | $2,683 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,128 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,183 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,866 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,866 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,549 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,128 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,705 | CashBOYAmt |
| Cash EOY | $11,652 | CashEOYAmt |
| Cash EOYFMV | $11,652 | CashEOYFMVAmt |
| Corporate Stock BOY | $157,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $117,945 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $91,639 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $186,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,291 | 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 | -$399,972 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$457,316 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $186,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,597 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $186,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $186,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $129,597 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $129,597 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ENSCO PLC CLASS A | P | 2009-05-29 | 2014-01-19 | $54,769 | $39,291 | $15,478 | $15,478 |
| CAPITAL GAINS DIVIDENDS | P | $2 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,480 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $160,137 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $181,637 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.881632 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $183,745 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $322,239 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.570213 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $309,413 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $613,033 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.504725 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $265,816 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $676,202 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.393101 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $325,805 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $719,102 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.453072 | DistributionYr5Rt |
| Total Distribution | 2.802743 | TotalDistributionRt |
| Average Distribution | 0.560549 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $181,765 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,888 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $158 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,046 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,049 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $316 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $316 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $186 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $450 | AppliedToEsTaxAmt |
| Total Payments And Credits | $636 | TotalPaymentsAndCreditsAmt |
| Overpayment | $320 | OverpaymentAmt |
| Applied To ES Tax | $320 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RAVINDRANATH AKHOURY | IndividualWithBooksNm |
| Phone | 9733772315 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 PINE VALLEY WAY | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 |
|---|---|---|---|---|---|---|---|---|
| RAVINDRANATH AKHOURY | ||||||||
| 6 PINE VALLEY WAY | FLORHAM PARK | NJ | 07932 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| VIRGINIA AKHOURY | ||||||||
| 6 PINE VALLEY WAY | FLORHAM PARK | NJ | 07932 | 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 | $139,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $184,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $184,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $181,765 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $316 | TotalTaxAmt |
| Distributable Before Adj | $8,772 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,772 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,772 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,049 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,049 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,049 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,772 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $290,404 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $233,292 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $280,859 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $168,209 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,665 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,124,429 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,049 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,772 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,277 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,190,706 | 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 | $290,404 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $900,302 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $233,292 | ExcessFromYear4Amt |
| Excess From Year3 | $280,859 | ExcessFromYear3Amt |
| Excess From Year2 | $168,209 | ExcessFromYear2Amt |
| Excess From Year1 | $151,665 | ExcessFromYear1Amt |
| Excess From Current Year | $66,277 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAVINDRANATH AKHOURY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BOSTON UNIVERSITY | |||||||||||
| 881 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | CHARITABLE BEQUEST | $10,000 | |||||
| CATHOLIC FAITH APPEAL | |||||||||||
| PO BOX 1958 | VENICE | FL | 34284 | NONE | CHARITABLE BEQUEST | $500 | |||||
| CENTROS CULTURALES DE MEXICO AC | |||||||||||
| NONE | CHARITABLE BEQUEST | $15,000 | PROL CALZADA CIRCUNVALACION PTE 49 | JALISCO | MX | 45010 | |||||
| COMMUNITY SOUP KITCHEN AND OUTREACH CENTER | |||||||||||
| 36 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | CHARITABLE BEQUEST | $1,000 | |||||
| FLORHAM PARK JULY 4TH CELEBRATION | |||||||||||
| PO BOX 471 | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $100 | |||||
| FLORHAM PARK MEMORIAL FIRST AID SQUAD | |||||||||||
| 60 FELCH ROAD | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $150 | |||||
| FRIENDS OF FLORHAM PARK | |||||||||||
| PO BOX 370 | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $200 | |||||
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||||||
| PO BOX 369 | AMERICUS | GA | 31709 | NONE | CHARITABLE BEQUEST | $500 | |||||
| HALOS FOR ANGLES INC | |||||||||||
| PO BOX 415 | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $500 | |||||
| HOLY FAMILY CHURCH | |||||||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $9,110 | |||||
| HOLY FAMILY SCHOOL | |||||||||||
| 1 LLOYD AVENUE | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $5,850 | |||||
| LITTLE SISTER OF THE POOR | |||||||||||
| 140 SHEPHERDS LANE 1 | TOTOWA | NJ | 07512 | NONE | CHARITABLE BEQUEST | $100 | |||||
| MADONNA DELL'ARCO ORPHANAGE CO LOUISE ALLOCCA | |||||||||||
| NONE | CHARITABLE BEQUEST | $450 | VIA ARCO 178 MADONNA DELLARCO | NAPOLI | IT | 80043 | |||||
| MANILA TYTANA COLLEGE | |||||||||||
| NONE | CHARITABLE BEQUEST | $1,790 | DIOSDAO MACAPAGAL BLVD | PASAY CITY | RP | 1300 | |||||
| MARY QUEEN OF ALL NATIONS MISSIONARY ALLIANCE | |||||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | CHARITABLE BEQUEST | $500 | |||||
| MOUTH AND FOOT PAINTING ARTISTS | |||||||||||
| 2070 PEACHTREE INDUSTRIAL COURT | ATLANTA | GA | 30341 | NONE | CHARITABLE BEQUEST | $20 | |||||
| RELIGIOUS TEACHERS FILLIPPI | |||||||||||
| 455 WESTERN AVENUE | MORRISTOWN | NJ | 07960 | NONE | CHARITABLE BEQUEST | $1,000 | |||||
| SETON HALL UNIVERSITY | |||||||||||
| PO BOX 23499 | NEWARK | NJ | 07189 | NONE | CHARITABLE BEQUEST | $5,000 | |||||
| ST MARY STAR OF GUILD | |||||||||||
| 676 EL CENTRO | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $40 | |||||
| ST BRIDGET'S FOOD PANTRY | |||||||||||
| 15 WHEELER AVENUE | FRAMINGHAM | MA | 01702 | NONE | CHARITABLE BEQUEST | $500 | |||||
| ST JOHN'S CHURCH | |||||||||||
| 22 MULBERRY STREET | NEWARK | NJ | 07102 | NONE | CHARITABLE BEQUEST | $200 | |||||
| STUDENT PARTNER ALLIANCE | |||||||||||
| PO BOX 566 | MILLBURN | NJ | 07041 | NONE | CHARITABLE BEQUEST | $5,000 | |||||
| THOMAS COLLEGE | |||||||||||
| 180 WEST RIVER ROAD | WATERVILLE | ME | 04901 | NONE | CHARITABLE BEQUEST | $2,500 | |||||
| TLC MINISTRIES INC | |||||||||||
| 813 FALLS BRIDGE LANE | POTOMAC | MD | 20854 | NONE | CHARITABLE BEQUEST | $1,500 | |||||
| UNIVERSITY FOR DEVELOPMENT STUDENT | |||||||||||
| NONE | CHARITABLE BEQUEST | $3,500 | PO BOX 1350 | GH | TAMALE | ||||||
| VOCATIONIST FATHERS | |||||||||||
| 90 BROOKLAKE ROAD | FLORHAM PARK | NJ | 07932 | NONE | CHARITABLE BEQUEST | $120 | |||||
| SOUTHERN MAINE COMMUNITY COLLEGE | |||||||||||
| 108 FAIRBRANSK ROAD | FARMINGTON | ME | 04938 | NONE | CHARITABLE BEQUEST | $3,048 | |||||
| NOKOMIS VOLUNTEER FIRE DEPT | |||||||||||
| 111 PAVONIA RAOD | NOKOMIS | FL | 34275 | NONE | CHARITABLE BEQUEST | $35 | |||||
| ALL STARS PROJECT - 2014 NATIONAL GALA | |||||||||||
| 543 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | CHARITABLE BEQUEST | $1,000 | |||||
| ST MICHAEL CHURCH | |||||||||||
| 408 HEARD BRIDGE ROAD | WACHULA | FL | 33813 | NONE | CHARITABLE BEQUEST | $500 | |||||
| PARALYZED VETERANS OF AMERICA | |||||||||||
| 20 WASHINGTON PLACE | NEWARK | NJ | 07102 | NONE | CHARITABLE BEQUEST | $50 | |||||
| CROSS CATHOLIC OUTREACH | |||||||||||
| PO BOX 273908 | BOCA RATON | FL | 334273908 | NONE | CHARITABLE BEQUEST | $400 | |||||
| WOMENS ASSOCIATIONS OF MORRISTOWN MEDICAL CENTER | |||||||||||
| 99 MADISON AVENUE | MORRISTOWN | NJ | 07960 | NONE | CHARITABLE BEQUEST | $100 | |||||
| STILLPOINT HOUSE OF PRAYER | |||||||||||
| PO BOX 619 | BRADENTON | FL | 34206 | NONE | CHARITABLE BEQUEST | $200 | |||||
| MARIAN HIGH SCHOOL | |||||||||||
| 273 UNION AVENUE | FRAMINGTON | MA | 01702 | NONE | CHARITABLE BEQUEST | $500 | |||||
| MOTHERS AGAINST DRUNK DRIVING | |||||||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | NONE | CHARITABLE BEQUEST | $50 | |||||
| DISABLED AMERICAN VETERANS | |||||||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | NONE | CHARITABLE BEQUEST | $50 | |||||
| THE UNIVERSITY OF IOWA FOUNATION | |||||||||||
| PO BOX 4550 | IOWA CITY | IA | 522444550 | NONE | CHARITABLE BEQUEST | $2,000 | |||||
| PRO LIFE WALKS ACROSS AMERICA - CROSSROADS | |||||||||||
| PO BOX 2219 | COLUMBIA | MD | 21045 | NONE | CHARITABLE BEQUEST | $100 | |||||
| LEUKEMIA LYMPHOMA SOS | |||||||||||
| 4940 BAYLINE DRIVE | WHITE PLAINS | NY | 10605 | NONE | CHARITABLE BEQUEST | $500 | |||||
| OUR LADY'S ROSARY MAKERS | |||||||||||
| 4611 POPLAR LEVEL ROAD | LOUISVILLE | KY | 40205 | NONE | CHARITABLE BEQUEST | $25 | |||||
| ST MARY STAR OF THE SEA CHURCH | |||||||||||
| 4280 GULF OF MEXICO DRIVE | LONG BOAT KEY | FL | 34228 | NONE | CHARITABLE BEQUEST | $178 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,866 | 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 | $1,469 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,480 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,949 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,949 | 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 | $2,256 | Amt |
| Net Investment Income | $1,128 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,128 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 2330 HALLIBURTON CO | StockNm |
| EOY Book Value | $117,945 | EOYBookValueAmt |
| EOYFMV | $91,639 | 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES PAID | CategoryTxt |
| Amt | $372 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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